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 | $35,615 | $138,065-74.2% | $123,544-71.2% | $135,375-73.7% |
| Participation rate | 16.7% | 84.7%-68.1pp | 82.3%-65.6pp | 82.6%-66.0pp |
| Annual return | 1.27% | 153.68%-152.4pp | 119.20%-117.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $1,125 | $5,151-78.2% | $4,628-75.7% | $4,779-76.5% |
| Participant deferral / active EE | $563 | $6,799-91.7% | $6,426-91.2% | $5,609-90.0% |
| Admin fee / account holder | $1,403 | $10,916-87.2% | $9,284-84.9% | $10,827-87.0% |