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 | $73,565 | $106,890-31.2% | $84,015-12.4% | $152,861-51.9% |
| Participation rate | 34.8% | 75.2%-40.5pp | 69.0%-34.2pp | 82.4%-47.7pp |
| Annual return | 23.24% | 104.99%-81.7pp | 71.31%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $502 | $2,734-81.6% | $1,983-74.7% | $4,762-89.5% |
| Participant deferral / active EE | $914 | $4,011-77.2% | $3,239-71.8% | $5,850-84.4% |
| Admin fee / account holder | $3,364 | $8,285-59.4% | $6,101-44.9% | $11,596-71.0% |