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 | $21,868 | $117,841-81.4% | $102,423-78.6% | $145,922-85.0% |
| Participation rate | 62.5% | 78.6%-16.1pp | 76.5%-14.0pp | 80.3%-17.8pp |
| Annual return | 10.34% | 31.65%-21.3pp | 29.32%-19.0pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,269 | $3,615-64.9% | $3,023-58.0% | $4,660-72.8% |
| Participant deferral / active EE | $719 | $5,731-87.4% | $5,053-85.8% | $6,688-89.2% |
| Admin fee / account holder | $1,246 | $13,326-90.6% | $9,451-86.8% | $13,397-90.7% |