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 | $106,533 | $165,335-35.6% | $149,696-28.8% | $158,922-33.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 10.59% | 348.15%-337.6pp | 276.60%-266.0pp | 302.83%-292.2pp |
| Employer contribution / active EE | $3,054 | $5,103-40.2% | $4,644-34.3% | $4,761-35.9% |
| Participant deferral / active EE | $167 | $7,181-97.7% | $6,842-97.6% | $5,982-97.2% |
| Admin fee / account holder | $556 | $10,807-94.9% | $9,309-94.0% | $11,246-95.1% |