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 | $23,848 | $165,335-85.6% | $149,696-84.1% | $158,922-85.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 18.29% | 348.15%-329.9pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $990 | $5,103-80.6% | $4,644-78.7% | $4,761-79.2% |
| Participant deferral / active EE | $1,679 | $7,181-76.6% | $6,842-75.5% | $5,982-71.9% |
| Admin fee / account holder | $2,852 | $10,807-73.6% | $9,309-69.4% | $11,246-74.6% |