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 | $30,823 | $226,064-86.4% | $182,532-83.1% | $152,861-79.8% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.0%-36.3pp | 82.4%-40.8pp |
| Annual return | 34.65% | 192.51%-157.9pp | 148.54%-113.9pp | 345.32%-310.7pp |
| Employer contribution / active EE | $677 | $4,978-86.4% | $4,076-83.4% | $4,762-85.8% |
| Participant deferral / active EE | $808 | $6,368-87.3% | $5,524-85.4% | $5,850-86.2% |
| Admin fee / account holder | $304 | $10,703-97.2% | $8,592-96.5% | $11,596-97.4% |