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 | $50,799 | $63,114-19.5% | $92,893-45.3% | $65,185-22.1% |
| Participation rate | 18.4% | 68.8%-50.4pp | 76.0%-57.6pp | 70.2%-51.8pp |
| Annual return | 33.92% | 28.75%+5.2pp | 109.41%-75.5pp | 29.38%+4.5pp |
| Employer contribution / active EE | $656 | $2,571-74.5% | $3,653-82.0% | $2,177-69.9% |
| Participant deferral / active EE | $1,234 | $3,108-60.3% | $4,236-70.9% | $3,514-64.9% |
| Admin fee / account holder | $325 | $624-47.9% | $5,794-94.4% | $847-61.7% |