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 | $24,758 | $54,517-54.6% | $75,972-67.4% | $74,495-66.8% |
| Participation rate | 24.9% | 60.3%-35.5pp | 69.1%-44.2pp | 67.2%-42.3pp |
| Annual return | 18.59% | 31.82%-13.2pp | 359.55%-341.0pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $841 | $1,777-52.7% | $2,685-68.7% | $2,623-67.9% |
| Participant deferral / active EE | $817 | $3,066-73.4% | $4,255-80.8% | $4,346-81.2% |
| Admin fee / account holder | $1,489 | $2,229-33.2% | $6,467-77.0% | $1,942-23.3% |