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 | $32,483 | $201,272-83.9% | $184,203-82.4% | $145,922-77.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 15.59% | 29.00%-13.4pp | 28.81%-13.2pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,469 | $7,022-79.1% | $6,427-77.1% | $4,660-68.5% |
| Participant deferral / active EE | $2,613 | $9,806-73.4% | $9,131-71.4% | $6,688-60.9% |
| Admin fee / account holder | $5,542 | $16,364-66.1% | $13,901-60.1% | $13,397-58.6% |