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 | $26,799 | $99,020-72.9% | $86,590-69.1% | $147,584-81.8% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 14.17% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $275 | $3,132-91.2% | $2,839-90.3% | $4,876-94.4% |
| Participant deferral / active EE | $82 | $3,972-97.9% | $3,609-97.7% | $5,439-98.5% |
| Admin fee / account holder | $6,689 | $5,710+17.1% | $4,906+36.3% | $10,885-38.6% |