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 | $55,757 | $115,882-51.9% | $100,516-44.5% | $158,922-64.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 79.4%-19.4pp | 82.0%-22.0pp |
| Annual return | 18.26% | 34.79%-16.5pp | 30.89%-12.6pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,861 | $4,103-54.6% | $3,418-45.6% | $4,761-60.9% |
| Participant deferral / active EE | $1,861 | $6,674-72.1% | $6,270-70.3% | $5,982-68.9% |
| Admin fee / account holder | $366 | $10,995-96.7% | $8,081-95.5% | $11,246-96.7% |