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 | $25,282 | $99,079-74.5% | $77,999-67.6% | $273,961-90.8% |
| Participation rate | 27.8% | 78.6%-50.8pp | 75.5%-47.7pp | 83.0%-55.2pp |
| Annual return | 7.46% | 217.93%-210.5pp | 425.96%-418.5pp | 41.45%-34.0pp |
| Employer contribution / active EE | $477 | $3,308-85.6% | $2,470-80.7% | $4,869-90.2% |
| Participant deferral / active EE | $869 | $4,306-79.8% | $3,497-75.2% | $5,287-83.6% |
| Admin fee / account holder | $1,129 | $8,954-87.4% | $5,480-79.4% | $10,132-88.9% |