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 | $77,342 | $59,417+30.2% | $93,606-17.4% | $74,495+3.8% |
| Participation rate | 11.0% | 59.7%-48.6pp | 68.7%-57.7pp | 67.2%-56.2pp |
| Annual return | 15.27% | 81.83%-66.6pp | 133.20%-117.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $380 | $1,264-69.9% | $2,420-84.3% | $2,623-85.5% |
| Participant deferral / active EE | $585 | $3,050-80.8% | $4,411-86.7% | $4,346-86.5% |
| Admin fee / account holder | $1,186 | $3,021-60.7% | $8,285-85.7% | $1,942-38.9% |