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 | $13,969 | $95,416-85.4% | $185,823-92.5% | $85,850-83.7% |
| Participation rate | 58.3% | 68.8%-10.4pp | 81.7%-23.4pp | 69.3%-11.0pp |
| Annual return | 16.37% | 23.59%-7.2pp | 122.05%-105.7pp | 318.53%-302.2pp |
| Employer contribution / active EE | $780 | $3,314-76.5% | $5,167-84.9% | $2,565-69.6% |
| Participant deferral / active EE | $279 | $3,423-91.9% | $5,568-95.0% | $3,952-92.9% |
| Admin fee / account holder | $366 | $7,213-94.9% | $16,237-97.7% | $6,260-94.2% |