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 | $34,401 | $202,432-83.0% | $169,368-79.7% | $139,434-75.3% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 13.40% | 531.74%-518.3pp | 405.60%-392.2pp | 372.94%-359.5pp |
| Employer contribution / active EE | $959 | $4,692-79.6% | $4,013-76.1% | $4,751-79.8% |
| Participant deferral / active EE | $973 | $6,938-86.0% | $6,221-84.4% | $6,710-85.5% |
| Admin fee / account holder | $970 | $10,708-90.9% | $9,003-89.2% | $11,403-91.5% |