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 | $6,970 | $70,606-90.1% | $53,898-87.1% | $142,382-95.1% |
| Participation rate | 5.9% | 63.7%-57.8pp | 55.0%-49.1pp | 80.1%-74.2pp |
| Annual return | 12.03% | 619.81%-607.8pp | 528.60%-516.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $47 | $1,202-96.1% | $932-95.0% | $4,299-98.9% |
| Participant deferral / active EE | $76 | $2,364-96.8% | $1,826-95.8% | $6,507-98.8% |
| Admin fee / account holder | $9,700 | $2,852+240.2% | $2,491+289.4% | $12,624-23.2% |