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 | $43,454 | $51,736-16.0% | $120,225-63.9% | $67,986-36.1% |
| Participation rate | 22.9% | 46.1%-23.2pp | 69.6%-46.7pp | 57.2%-34.4pp |
| Annual return | 15.52% | 31.98%-16.5pp | 439.23%-423.7pp | 31.67%-16.1pp |
| Employer contribution / active EE | $632 | $1,071-41.0% | $3,475-81.8% | $2,019-68.7% |
| Participant deferral / active EE | $644 | $2,206-70.8% | $3,999-83.9% | $3,358-80.8% |
| Admin fee / account holder | $1,339 | $4,159-67.8% | $5,696-76.5% | $3,203-58.2% |