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 | $24,247 | $55,415-56.2% | $155,509-84.4% | $74,495-67.5% |
| Participation rate | 52.8% | 61.9%-9.1pp | 78.2%-25.4pp | 67.2%-14.4pp |
| Annual return | 19.98% | 268.50%-248.5pp | 64.67%-44.7pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $1,112 | $2,267-50.9% | $4,672-76.2% | $2,623-57.6% |
| Participant deferral / active EE | $775 | $2,836-72.7% | $5,626-86.2% | $4,346-82.2% |
| Admin fee / account holder | $1,832 | $1,738+5.4% | $15,912-88.5% | $1,942-5.7% |