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 | $58,327 | $76,000-23.3% | $154,107-62.2% | $64,186-9.1% |
| Participation rate | 40.9% | 70.4%-29.5pp | 83.0%-42.1pp | 69.6%-28.7pp |
| Annual return | 13.41% | 30.32%-16.9pp | 735.12%-721.7pp | 7.63%+5.8pp |
| Employer contribution / active EE | $659 | $3,351-80.3% | $5,298-87.6% | $2,381-72.3% |
| Participant deferral / active EE | $688 | $3,175-78.3% | $5,081-86.5% | $3,470-80.2% |
| Admin fee / account holder | $893 | $5,596-84.0% | $13,411-93.3% | $4,888-81.7% |