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 | $35,062 | $114,047-69.3% | $96,139-63.5% | $167,490-79.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 68.4%-18.4pp | 82.1%-32.1pp |
| Annual return | 15.06% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $717 | $3,427-79.1% | $2,797-74.4% | $4,837-85.2% |
| Participant deferral / active EE | $816 | $5,194-84.3% | $4,349-81.2% | $6,341-87.1% |
| Admin fee / account holder | $946 | $6,897-86.3% | $5,537-82.9% | $12,309-92.3% |