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 | $25,760 | $99,079-74.0% | $77,999-67.0% | $273,961-90.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.5%-11.9pp | 83.0%-19.4pp |
| Annual return | 11.02% | 217.93%-206.9pp | 425.96%-414.9pp | 41.45%-30.4pp |
| Employer contribution / active EE | $641 | $3,308-80.6% | $2,470-74.0% | $4,869-86.8% |
| Participant deferral / active EE | $653 | $4,306-84.8% | $3,497-81.3% | $5,287-87.6% |
| Admin fee / account holder | $613 | $8,954-93.2% | $5,480-88.8% | $10,132-94.0% |