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 | $37,695 | $76,000-50.4% | $154,107-75.5% | $64,186-41.3% |
| Participation rate | 30.2% | 70.4%-40.2pp | 83.0%-52.8pp | 69.6%-39.4pp |
| Annual return | 6.60% | 30.32%-23.7pp | 735.12%-728.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $458 | $3,351-86.3% | $5,298-91.4% | $2,381-80.8% |
| Participant deferral / active EE | $442 | $3,175-86.1% | $5,081-91.3% | $3,470-87.3% |
| Admin fee / account holder | $3,978 | $5,596-28.9% | $13,411-70.3% | $4,888-18.6% |