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 | $63,240 | $109,881-42.4% | $150,045-57.9% | $84,808-25.4% |
| Participation rate | 21.8% | 76.1%-54.3pp | 82.3%-60.5pp | 68.3%-46.5pp |
| Annual return | 100.37% | 28.25%+72.1pp | 62.55%+37.8pp | 40.90%+59.5pp |
| Employer contribution / active EE | $839 | $3,561-76.4% | $4,693-82.1% | $2,631-68.1% |
| Participant deferral / active EE | $2,465 | $6,636-62.9% | $7,997-69.2% | $4,212-41.5% |
| Admin fee / account holder | $534 | $8,568-93.8% | $13,435-96.0% | $7,344-92.7% |