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 | $18,679 | $163,101-88.5% | $136,749-86.3% | $142,382-86.9% |
| Participation rate | 25.0% | 78.2%-53.2pp | 72.1%-47.1pp | 80.1%-55.1pp |
| Annual return | 16.38% | 27.54%-11.2pp | 24.33%-7.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,300 | $4,117-68.4% | $3,400-61.8% | $4,299-69.8% |
| Participant deferral / active EE | $1,300 | $5,585-76.7% | $4,692-72.3% | $6,507-80.0% |
| Admin fee / account holder | $1,320 | $14,318-90.8% | $11,386-88.4% | $12,624-89.5% |