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 | $37,083 | $57,281-35.3% | $86,612-57.2% | $75,163-50.7% |
| Participation rate | 21.2% | 63.2%-42.0pp | 71.7%-50.5pp | 67.2%-46.0pp |
| Annual return | 13.95% | 2670.75%-2656.8pp | 591.07%-577.1pp | 160.62%-146.7pp |
| Employer contribution / active EE | $471 | $2,314-79.7% | $3,022-84.4% | $2,670-82.4% |
| Participant deferral / active EE | $524 | $3,318-84.2% | $4,438-88.2% | $4,125-87.3% |
| Admin fee / account holder | $981 | $4,112-76.1% | $5,614-82.5% | $5,651-82.6% |