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 | $13,456 | $102,966-86.9% | $90,281-85.1% | $152,861-91.2% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 11.26% | 95.16%-83.9pp | 78.10%-66.8pp | 345.32%-334.1pp |
| Employer contribution / active EE | $533 | $3,139-83.0% | $2,854-81.3% | $4,762-88.8% |
| Participant deferral / active EE | $743 | $4,281-82.6% | $3,885-80.9% | $5,850-87.3% |
| Admin fee / account holder | $355 | $6,171-94.3% | $5,351-93.4% | $11,596-96.9% |