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 | $14,805 | $83,337-82.2% | $67,834-78.2% | $273,961-94.6% |
| Participation rate | 63.6% | 76.4%-12.8pp | 68.8%-5.2pp | 83.0%-19.4pp |
| Annual return | 7.57% | 259.45%-251.9pp | 138.47%-130.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $673 | $3,287-79.5% | $2,403-72.0% | $4,869-86.2% |
| Participant deferral / active EE | $767 | $4,088-81.2% | $3,160-75.7% | $5,287-85.5% |
| Admin fee / account holder | $1,272 | $6,752-81.2% | $4,622-72.5% | $10,132-87.4% |