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 | $32,882 | $115,770-71.6% | $101,248-67.5% | $158,922-79.3% |
| Participation rate | 63.6% | 79.4%-15.7pp | 75.8%-12.2pp | 82.0%-18.3pp |
| Annual return | 15.44% | 56.14%-40.7pp | 46.47%-31.0pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,317 | $4,175-68.4% | $3,660-64.0% | $4,761-72.3% |
| Participant deferral / active EE | $1,025 | $4,957-79.3% | $4,370-76.5% | $5,982-82.9% |
| Admin fee / account holder | $338 | $7,245-95.3% | $5,945-94.3% | $11,246-97.0% |