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 | $11,437 | $102,966-88.9% | $90,281-87.3% | $152,861-92.5% |
| Participation rate | 31.6% | 75.9%-44.3pp | 73.3%-41.7pp | 82.4%-50.9pp |
| Annual return | 13.96% | 95.16%-81.2pp | 78.10%-64.1pp | 345.32%-331.4pp |
| Employer contribution / active EE | $457 | $3,139-85.4% | $2,854-84.0% | $4,762-90.4% |
| Participant deferral / active EE | $505 | $4,281-88.2% | $3,885-87.0% | $5,850-91.4% |
| Admin fee / account holder | $6,783 | $6,171+9.9% | $5,351+26.7% | $11,596-41.5% |