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 | $24,716 | $210,648-88.3% | $177,989-86.1% | $145,922-83.1% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 8.52% | 385.86%-377.3pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,113 | $4,565-75.6% | $3,949-71.8% | $4,660-76.1% |
| Participant deferral / active EE | $1,203 | $6,958-82.7% | $6,276-80.8% | $6,688-82.0% |
| Admin fee / account holder | $2,175 | $12,013-81.9% | $10,363-79.0% | $13,397-83.8% |