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 | $34,831 | $58,694-40.7% | $142,863-75.6% | $85,850-59.4% |
| Participation rate | 28.6% | 58.5%-29.9pp | 71.9%-43.4pp | 69.3%-40.7pp |
| Annual return | 14.21% | 27.72%-13.5pp | 5637.54%-5623.3pp | 318.53%-304.3pp |
| Employer contribution / active EE | $365 | $1,423-74.3% | $4,144-91.2% | $2,565-85.8% |
| Participant deferral / active EE | $456 | $2,607-82.5% | $3,837-88.1% | $3,952-88.5% |
| Admin fee / account holder | $1,131 | $4,239-73.3% | $6,560-82.8% | $6,260-81.9% |