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 | $62,996 | $102,966-38.8% | $90,281-30.2% | $152,861-58.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.4%-22.4pp |
| Annual return | 15.72% | 95.16%-79.4pp | 78.10%-62.4pp | 345.32%-329.6pp |
| Employer contribution / active EE | $260 | $3,139-91.7% | $2,854-90.9% | $4,762-94.5% |
| Participant deferral / active EE | $260 | $4,281-93.9% | $3,885-93.3% | $5,850-95.6% |
| Admin fee / account holder | $995 | $6,171-83.9% | $5,351-81.4% | $11,596-91.4% |