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 | $50,225 | $55,415-9.4% | $155,509-67.7% | $74,495-32.6% |
| Participation rate | 22.6% | 61.9%-39.3pp | 78.2%-55.5pp | 67.2%-44.6pp |
| Annual return | 13.34% | 268.50%-255.2pp | 64.67%-51.3pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $435 | $2,267-80.8% | $4,672-90.7% | $2,623-83.4% |
| Participant deferral / active EE | $684 | $2,836-75.9% | $5,626-87.9% | $4,346-84.3% |
| Admin fee / account holder | $624 | $1,738-64.1% | $15,912-96.1% | $1,942-67.8% |