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 | $67,454 | $99,020-31.9% | $86,590-22.1% | $147,584-54.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 18.56% | 1312.34%-1293.8pp | 964.84%-946.3pp | 578.55%-560.0pp |
| Employer contribution / active EE | $180 | $3,132-94.3% | $2,839-93.7% | $4,876-96.3% |
| Participant deferral / active EE | $450 | $3,972-88.7% | $3,609-87.5% | $5,439-91.7% |
| Admin fee / account holder | $1,260 | $5,710-77.9% | $4,906-74.3% | $10,885-88.4% |