See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,726 | $96,305-93.0% | $80,569-91.7% | $139,434-95.2% |
| Participation rate | 22.2% | 73.6%-51.4pp | 67.0%-44.8pp | 80.3%-58.1pp |
| Annual return | 11.79% | 1350.08%-1338.3pp | 935.43%-923.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $531 | $3,262-83.7% | $2,723-80.5% | $4,751-88.8% |
| Participant deferral / active EE | $782 | $5,232-85.1% | $4,447-82.4% | $6,710-88.4% |
| Admin fee / account holder | $1,415 | $6,599-78.6% | $5,377-73.7% | $11,403-87.6% |