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 | $58,465 | $112,881-48.2% | $90,951-35.7% | $158,922-63.2% |
| Participation rate | 29.2% | 74.7%-45.6pp | 69.0%-39.8pp | 82.0%-52.8pp |
| Annual return | 18.63% | 215.79%-197.2pp | 134.60%-116.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $448 | $2,893-84.5% | $2,122-78.9% | $4,761-90.6% |
| Participant deferral / active EE | $895 | $4,128-78.3% | $3,373-73.5% | $5,982-85.0% |
| Admin fee / account holder | $807 | $8,041-90.0% | $5,959-86.5% | $11,246-92.8% |