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 | $23,380 | $101,069-76.9% | $81,478-71.3% | $147,584-84.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 68.0%-43.0pp | 82.8%-57.8pp |
| Annual return | 13.25% | 32.40%-19.1pp | 38.78%-25.5pp | 578.55%-565.3pp |
| Employer contribution / active EE | $450 | $3,205-86.0% | $2,568-82.5% | $4,876-90.8% |
| Participant deferral / active EE | $450 | $4,242-89.4% | $3,537-87.3% | $5,439-91.7% |
| Admin fee / account holder | $424 | $5,812-92.7% | $4,561-90.7% | $10,885-96.1% |