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 | $55,139 | $99,020-44.3% | $86,590-36.3% | $147,584-62.6% |
| Participation rate | 33.3% | 76.3%-43.0pp | 73.5%-40.2pp | 82.8%-49.5pp |
| Annual return | 16.42% | 1312.34%-1295.9pp | 964.84%-948.4pp | 578.55%-562.1pp |
| Employer contribution / active EE | $379 | $3,132-87.9% | $2,839-86.6% | $4,876-92.2% |
| Participant deferral / active EE | $173 | $3,972-95.6% | $3,609-95.2% | $5,439-96.8% |
| Admin fee / account holder | $24,162 | $5,710+323.1% | $4,906+392.5% | $10,885+122.0% |