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 | $32,624 | $56,277-42.0% | $80,975-59.7% | $62,891-48.1% |
| Participation rate | 57.7% | 69.0%-11.2pp | 75.8%-18.1pp | 69.3%-11.6pp |
| Annual return | 59.97% | 22.12%+37.8pp | 17.10%+42.9pp | 20.14%+39.8pp |
| Employer contribution / active EE | $689 | $1,943-64.5% | $3,714-81.5% | $2,281-69.8% |
| Participant deferral / active EE | $1,576 | $4,195-62.4% | $5,696-72.3% | $3,203-50.8% |
| Admin fee / account holder | $2,132 | $3,741-43.0% | $5,516-61.4% | $4,296-50.4% |