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 | $20,895 | $114,047-81.7% | $96,139-78.3% | $167,490-87.5% |
| Participation rate | 25.0% | 75.1%-50.1pp | 68.4%-43.4pp | 82.1%-57.1pp |
| Annual return | 11.95% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $471 | $3,427-86.3% | $2,797-83.2% | $4,837-90.3% |
| Participant deferral / active EE | $621 | $5,194-88.0% | $4,349-85.7% | $6,341-90.2% |
| Admin fee / account holder | $2,385 | $6,897-65.4% | $5,537-56.9% | $12,309-80.6% |