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 | $61,242 | $140,940-56.5% | $112,229-45.4% | $139,434-56.1% |
| Participation rate | 0.0% | 79.2%-79.2pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 11.61% | 32.71%-21.1pp | 30.20%-18.6pp | 372.94%-361.3pp |
| Employer contribution / active EE | $1,233 | $4,283-71.2% | $3,430-64.1% | $4,751-74.0% |
| Participant deferral / active EE | $500 | $5,874-91.5% | $4,798-89.6% | $6,710-92.5% |
| Admin fee / account holder | $23,361 | $9,954+134.7% | $7,748+201.5% | $11,403+104.9% |