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 | $48,297 | $96,635-50.0% | $86,612-44.2% | $139,434-65.4% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 13.95% | 106.41%-92.5pp | 591.07%-577.1pp | 372.94%-359.0pp |
| Employer contribution / active EE | $332 | $3,263-89.8% | $3,022-89.0% | $4,751-93.0% |
| Participant deferral / active EE | $332 | $4,836-93.1% | $4,438-92.5% | $6,710-95.1% |
| Admin fee / account holder | $610 | $6,408-90.5% | $5,614-89.1% | $11,403-94.7% |