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 | $42,030 | $127,386-67.0% | $115,037-63.5% | $125,391-66.5% |
| Participation rate | 52.4% | 84.2%-31.8pp | 81.4%-29.0pp | 83.2%-30.8pp |
| Annual return | 72.25% | 31.28%+41.0pp | 26.14%+46.1pp | 282.22%-210.0pp |
| Employer contribution / active EE | $1,020 | $5,166-80.3% | $4,608-77.9% | $4,866-79.0% |
| Participant deferral / active EE | $1,777 | $6,423-72.3% | $6,026-70.5% | $5,352-66.8% |
| Admin fee / account holder | $4,811 | $9,516-49.4% | $8,175-41.1% | $9,540-49.6% |