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 | $87,997 | $102,604-14.2% | $86,188+2.1% | $139,434-36.9% |
| Participation rate | 53.3% | 74.5%-21.2pp | 69.0%-15.6pp | 80.3%-27.0pp |
| Annual return | 12.57% | 1922.51%-1909.9pp | 1168.45%-1155.9pp | 372.94%-360.4pp |
| Employer contribution / active EE | $530 | $3,032-82.5% | $2,380-77.7% | $4,751-88.8% |
| Participant deferral / active EE | $729 | $4,676-84.4% | $3,985-81.7% | $6,710-89.1% |
| Admin fee / account holder | $913 | $8,657-89.5% | $6,852-86.7% | $11,403-92.0% |