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 | $26,255 | $63,346-58.6% | $92,233-71.5% | $70,131-62.6% |
| Participation rate | 45.8% | 68.7%-22.8pp | 76.5%-30.6pp | 69.5%-23.7pp |
| Annual return | 18.59% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,005 | $2,471-59.3% | $3,679-72.7% | $2,342-57.1% |
| Participant deferral / active EE | $1,023 | $2,854-64.2% | $3,897-73.7% | $3,332-69.3% |
| Admin fee / account holder | $6,158 | $3,840+60.4% | $5,194+18.6% | $4,645+32.6% |