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 | $17,399 | $104,486-83.3% | $76,817-77.4% | $152,861-88.6% |
| Participation rate | 33.3% | 76.6%-43.3pp | 72.1%-38.7pp | 82.4%-49.1pp |
| Annual return | 14.02% | 1013.37%-999.4pp | 1166.11%-1152.1pp | 345.32%-331.3pp |
| Employer contribution / active EE | $527 | $3,116-83.1% | $2,302-77.1% | $4,762-88.9% |
| Participant deferral / active EE | $659 | $4,236-84.4% | $3,336-80.2% | $5,850-88.7% |
| Admin fee / account holder | $801 | $12,275-93.5% | $6,420-87.5% | $11,596-93.1% |