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 | $53,528 | $65,409-18.2% | $98,442-45.6% | $85,850-37.6% |
| Participation rate | 5.6% | 65.0%-59.4pp | 73.3%-67.8pp | 69.3%-63.8pp |
| Annual return | 12.31% | 21.76%-9.5pp | 1492.73%-1480.4pp | 318.53%-306.2pp |
| Employer contribution / active EE | $281 | $2,168-87.1% | $2,960-90.5% | $2,565-89.1% |
| Participant deferral / active EE | $748 | $3,166-76.4% | $4,276-82.5% | $3,952-81.1% |
| Admin fee / account holder | $505 | $4,593-89.0% | $5,949-91.5% | $6,260-91.9% |