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 | $58,363 | $125,758-53.6% | $169,993-65.7% | $75,163-22.4% |
| Participation rate | 69.0% | 83.6%-14.5pp | 87.0%-18.0pp | 67.2%+1.9pp |
| Annual return | 17.11% | 27.20%-10.1pp | 53.37%-36.3pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,753 | $4,615-62.0% | $6,785-74.2% | $2,670-34.4% |
| Participant deferral / active EE | $3,015 | $6,837-55.9% | $10,408-71.0% | $4,125-26.9% |
| Admin fee / account holder | $445 | $8,173-94.6% | $12,815-96.5% | $5,651-92.1% |