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 | $25,861 | $102,604-74.8% | $86,188-70.0% | $139,434-81.5% |
| Participation rate | 37.5% | 74.5%-37.0pp | 69.0%-31.5pp | 80.3%-42.8pp |
| Annual return | 14.15% | 1922.51%-1908.4pp | 1168.45%-1154.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $633 | $3,032-79.1% | $2,380-73.4% | $4,751-86.7% |
| Participant deferral / active EE | $873 | $4,676-81.3% | $3,985-78.1% | $6,710-87.0% |
| Admin fee / account holder | $596 | $8,657-93.1% | $6,852-91.3% | $11,403-94.8% |