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 | $37,779 | $127,777-70.4% | $106,548-64.5% | $167,490-77.4% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 13.67% | 33.87%-20.2pp | 26.80%-13.1pp | 478.56%-464.9pp |
| Employer contribution / active EE | $1,000 | $3,427-70.8% | $2,819-64.5% | $4,837-79.3% |
| Participant deferral / active EE | $1,044 | $5,087-79.5% | $4,398-76.3% | $6,341-83.5% |
| Admin fee / account holder | $4,115 | $11,228-63.3% | $7,407-44.4% | $12,309-66.6% |