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 | $41,593 | $102,616-59.5% | $81,983-49.3% | $158,922-73.8% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.2%-35.9pp | 82.0%-48.6pp |
| Annual return | 16.92% | 61.04%-44.1pp | 41.31%-24.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $589 | $3,240-81.8% | $2,498-76.4% | $4,761-87.6% |
| Participant deferral / active EE | $661 | $4,648-85.8% | $3,722-82.2% | $5,982-89.0% |
| Admin fee / account holder | $370 | $8,235-95.5% | $5,664-93.5% | $11,246-96.7% |