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 | $20,221 | $175,202-88.5% | $149,673-86.5% | $139,434-85.5% |
| Participation rate | 52.4% | 83.4%-31.0pp | 78.8%-26.4pp | 80.3%-27.9pp |
| Annual return | 14.35% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $1,157 | $5,474-78.9% | $4,818-76.0% | $4,751-75.6% |
| Participant deferral / active EE | $1,070 | $6,519-83.6% | $5,680-81.2% | $6,710-84.1% |
| Admin fee / account holder | $1,850 | $16,150-88.5% | $13,210-86.0% | $11,403-83.8% |