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 | $46,793 | $90,348-48.2% | $75,972-38.4% | $145,922-67.9% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 17.53% | 620.88%-603.4pp | 359.55%-342.0pp | 561.29%-543.8pp |
| Employer contribution / active EE | $680 | $3,311-79.5% | $2,685-74.7% | $4,660-85.4% |
| Participant deferral / active EE | $1,066 | $5,162-79.3% | $4,255-74.9% | $6,688-84.1% |
| Admin fee / account holder | $3,048 | $8,467-64.0% | $6,467-52.9% | $13,397-77.2% |