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 | $60,519 | $110,261-45.1% | $95,745-36.8% | $139,434-56.6% |
| Participation rate | 25.0% | 75.8%-50.8pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 13.52% | 27.11%-13.6pp | 28.35%-14.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $300 | $3,257-90.8% | $2,835-89.4% | $4,751-93.7% |
| Participant deferral / active EE | $479 | $4,676-89.8% | $4,245-88.7% | $6,710-92.9% |
| Admin fee / account holder | $903 | $6,613-86.3% | $5,678-84.1% | $11,403-92.1% |