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 | $41,045 | $73,515-44.2% | $62,995-34.8% | $147,584-72.2% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.8%-18.6pp | 82.8%-26.6pp |
| Annual return | 11.82% | 175.43%-163.6pp | 87.57%-75.7pp | 578.55%-566.7pp |
| Employer contribution / active EE | $387 | $3,320-88.3% | $2,759-86.0% | $4,876-92.1% |
| Participant deferral / active EE | $387 | $4,185-90.7% | $3,329-88.4% | $5,439-92.9% |
| Admin fee / account holder | $2,464 | $5,953-58.6% | $3,600-31.6% | $10,885-77.4% |