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 | $52,149 | $65,561-20.5% | $86,188-39.5% | $75,163-30.6% |
| Participation rate | 35.5% | 60.5%-25.0pp | 69.0%-33.5pp | 67.2%-31.7pp |
| Annual return | 15.39% | 46.05%-30.7pp | 1168.45%-1153.1pp | 160.62%-145.2pp |
| Employer contribution / active EE | $456 | $1,553-70.6% | $2,380-80.9% | $2,670-82.9% |
| Participant deferral / active EE | $1,084 | $3,024-64.2% | $3,985-72.8% | $4,125-73.7% |
| Admin fee / account holder | $856 | $5,474-84.4% | $6,852-87.5% | $5,651-84.9% |