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 | $31,148 | $226,064-86.2% | $182,532-82.9% | $152,861-79.6% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.0%-44.6pp | 82.4%-49.1pp |
| Annual return | 21.21% | 192.51%-171.3pp | 148.54%-127.3pp | 345.32%-324.1pp |
| Employer contribution / active EE | $563 | $4,978-88.7% | $4,076-86.2% | $4,762-88.2% |
| Participant deferral / active EE | $563 | $6,368-91.2% | $5,524-89.8% | $5,850-90.4% |
| Admin fee / account holder | $778 | $10,703-92.7% | $8,592-90.9% | $11,596-93.3% |