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 | $70,579 | $60,124+17.4% | $90,404-21.9% | $79,858-11.6% |
| Participation rate | 3.8% | 65.0%-61.2pp | 72.7%-68.9pp | 69.6%-65.9pp |
| Annual return | 15.48% | 71.94%-56.5pp | 1293.02%-1277.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $228 | $2,068-89.0% | $3,262-93.0% | $2,471-90.8% |
| Participant deferral / active EE | $285 | $2,938-90.3% | $3,963-92.8% | $3,740-92.4% |
| Admin fee / account holder | $1,297 | $3,976-67.4% | $5,611-76.9% | $5,306-75.6% |