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 | $12,841 | $77,419-83.4% | $69,455-81.5% | $152,861-91.6% |
| Participation rate | 56.5% | 78.1%-21.6pp | 74.6%-18.1pp | 82.4%-25.9pp |
| Annual return | 23.86% | 39.06%-15.2pp | 28.97%-5.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $610 | $3,315-81.6% | $2,779-78.0% | $4,762-87.2% |
| Participant deferral / active EE | $715 | $4,414-83.8% | $3,535-79.8% | $5,850-87.8% |
| Admin fee / account holder | $1,522 | $6,207-75.5% | $3,839-60.4% | $11,596-86.9% |