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 | $42,631 | $63,346-32.7% | $92,233-53.8% | $70,131-39.2% |
| Participation rate | 19.4% | 68.7%-49.3pp | 76.5%-57.1pp | 69.5%-50.2pp |
| Annual return | 21.36% | 530.12%-508.8pp | 176.28%-154.9pp | 73.14%-51.8pp |
| Employer contribution / active EE | $603 | $2,471-75.6% | $3,679-83.6% | $2,342-74.3% |
| Participant deferral / active EE | $929 | $2,854-67.5% | $3,897-76.2% | $3,332-72.1% |
| Admin fee / account holder | $345 | $3,840-91.0% | $5,194-93.4% | $4,645-92.6% |