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 | $36,658 | $97,125-62.3% | $86,233-57.5% | $137,256-73.3% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.0%-54.7pp | 80.0%-65.7pp |
| Annual return | 16.65% | 74.19%-57.5pp | 61.39%-44.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $284 | $2,841-90.0% | $2,504-88.6% | $4,156-93.2% |
| Participant deferral / active EE | $521 | $5,180-89.9% | $4,559-88.6% | $6,407-91.9% |
| Admin fee / account holder | $584 | $9,725-94.0% | $8,342-93.0% | $12,270-95.2% |