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 | $142,942 | $106,890+33.7% | $84,015+70.1% | $152,861-6.5% |
| Participation rate | 42.9% | 75.2%-32.4pp | 69.0%-26.2pp | 82.4%-39.6pp |
| Annual return | 17.23% | 104.99%-87.8pp | 71.31%-54.1pp | 345.32%-328.1pp |
| Employer contribution / active EE | $413 | $2,734-84.9% | $1,983-79.2% | $4,762-91.3% |
| Participant deferral / active EE | $413 | $4,011-89.7% | $3,239-87.2% | $5,850-92.9% |
| Admin fee / account holder | $5,559 | $8,285-32.9% | $6,101-8.9% | $11,596-52.1% |