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 | $38,711 | $105,998-63.5% | $92,233-58.0% | $147,584-73.8% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 11.89% | 50.05%-38.2pp | 176.28%-164.4pp | 578.55%-566.7pp |
| Employer contribution / active EE | $792 | $4,333-81.7% | $3,679-78.5% | $4,876-83.8% |
| Participant deferral / active EE | $878 | $4,478-80.4% | $3,897-77.5% | $5,439-83.8% |
| Admin fee / account holder | $2,984 | $6,332-52.9% | $5,194-42.5% | $10,885-72.6% |