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 | $74,935 | $110,809-32.4% | $86,874-13.7% | $167,490-55.3% |
| Participation rate | 33.3% | 75.8%-42.5pp | 71.6%-38.3pp | 82.1%-48.8pp |
| Annual return | 12.20% | 116.98%-104.8pp | 63.52%-51.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $493 | $3,244-84.8% | $2,495-80.2% | $4,837-89.8% |
| Participant deferral / active EE | $611 | $4,546-86.6% | $3,699-83.5% | $6,341-90.4% |
| Admin fee / account holder | $696 | $8,415-91.7% | $5,828-88.1% | $12,309-94.3% |