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 | $51,660 | $102,382-49.5% | $147,005-64.9% | $80,874-36.1% |
| Participation rate | 53.7% | 75.8%-22.2pp | 82.2%-28.5pp | 67.6%-14.0pp |
| Annual return | 11.98% | 134.89%-122.9pp | 418.76%-406.8pp | 35.62%-23.6pp |
| Employer contribution / active EE | $1,219 | $3,715-67.2% | $4,934-75.3% | $2,756-55.8% |
| Participant deferral / active EE | $2,345 | $6,646-64.7% | $8,070-70.9% | $4,297-45.4% |
| Admin fee / account holder | $301 | $7,942-96.2% | $13,006-97.7% | $6,935-95.7% |