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 | $49,858 | $154,117-67.6% | $129,995-61.6% | $139,434-64.2% |
| Participation rate | 58.8% | 82.0%-23.1pp | 78.5%-19.7pp | 80.3%-21.5pp |
| Annual return | 17.01% | 32.48%-15.5pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,125 | $5,289-78.7% | $4,320-73.9% | $4,751-76.3% |
| Participant deferral / active EE | $1,612 | $6,710-76.0% | $5,820-72.3% | $6,710-76.0% |
| Admin fee / account holder | $667 | $14,007-95.2% | $10,614-93.7% | $11,403-94.1% |