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 | $17,893 | $99,918-82.1% | $81,382-78.0% | $145,922-87.7% |
| Participation rate | 54.5% | 74.2%-19.6pp | 69.5%-14.9pp | 80.3%-25.7pp |
| Annual return | 14.97% | 34.32%-19.4pp | 24.73%-9.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,030 | $2,978-65.4% | $2,463-58.2% | $4,660-77.9% |
| Participant deferral / active EE | $90 | $4,605-98.1% | $3,883-97.7% | $6,688-98.7% |
| Admin fee / account holder | $451 | $8,212-94.5% | $5,768-92.2% | $13,397-96.6% |