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 | $58,811 | $79,171-25.7% | $102,423-42.6% | $74,495-21.1% |
| Participation rate | 26.2% | 74.8%-48.6pp | 76.5%-50.3pp | 67.2%-41.0pp |
| Annual return | 16.30% | 54.93%-38.6pp | 29.32%-13.0pp | 1364.94%-1348.6pp |
| Employer contribution / active EE | $1,863 | $2,362-21.1% | $3,023-38.4% | $2,623-29.0% |
| Participant deferral / active EE | $827 | $4,415-81.3% | $5,053-83.6% | $4,346-81.0% |
| Admin fee / account holder | $630 | $2,001-68.5% | $9,451-93.3% | $1,942-67.6% |