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 | $17,615 | $121,625-85.5% | $104,607-83.2% | $158,922-88.9% |
| Participation rate | 64.3% | 77.5%-13.2pp | 74.1%-9.8pp | 82.0%-17.7pp |
| Annual return | 16.24% | 465.26%-449.0pp | 340.46%-324.2pp | 302.83%-286.6pp |
| Employer contribution / active EE | $218 | $3,163-93.1% | $2,681-91.9% | $4,761-95.4% |
| Participant deferral / active EE | $124 | $4,177-97.0% | $3,740-96.7% | $5,982-97.9% |
| Admin fee / account holder | $1,143 | $7,787-85.3% | $6,473-82.3% | $11,246-89.8% |