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 | $31,815 | $105,859-69.9% | $90,160-64.7% | $147,584-78.4% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 16.06% | 37.63%-21.6pp | 34.88%-18.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,121 | $4,126-72.8% | $3,318-66.2% | $4,876-77.0% |
| Participant deferral / active EE | $1,270 | $5,733-77.8% | $5,288-76.0% | $5,439-76.6% |
| Admin fee / account holder | $581 | $8,046-92.8% | $5,943-90.2% | $10,885-94.7% |