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 | $37,891 | $95,971-60.5% | $74,550-49.2% | $135,375-72.0% |
| Participation rate | 14.3% | 75.7%-61.4pp | 69.1%-54.9pp | 82.6%-68.4pp |
| Annual return | 1.03% | 56.96%-55.9pp | 32.53%-31.5pp | 519.73%-518.7pp |
| Employer contribution / active EE | $414 | $2,716-84.8% | $1,961-78.9% | $4,779-91.3% |
| Participant deferral / active EE | $555 | $3,843-85.6% | $3,108-82.1% | $5,609-90.1% |
| Admin fee / account holder | $914 | $6,522-86.0% | $5,060-81.9% | $10,827-91.6% |