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 | $60,018 | $107,934-44.4% | $91,989-34.8% | $152,861-60.7% |
| Participation rate | 59.1% | 81.2%-22.1pp | 78.6%-19.5pp | 82.4%-23.4pp |
| Annual return | 23.18% | 89.24%-66.1pp | 69.02%-45.8pp | 345.32%-322.1pp |
| Employer contribution / active EE | $606 | $4,210-85.6% | $3,452-82.4% | $4,762-87.3% |
| Participant deferral / active EE | $1,521 | $6,364-76.1% | $5,923-74.3% | $5,850-74.0% |
| Admin fee / account holder | $920 | $10,520-91.3% | $7,743-88.1% | $11,596-92.1% |