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 | $25,493 | $124,281-79.5% | $109,143-76.6% | $167,490-84.8% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 11.09% | 26.04%-15.0pp | 25.75%-14.7pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,043 | $4,207-51.4% | $3,722-45.1% | $4,837-57.8% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $5,419 | $7,970-32.0% | $6,752-19.7% | $12,309-56.0% |