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 | $29,339 | $70,587-58.4% | $124,672-76.5% | $85,850-65.8% |
| Participation rate | 37.0% | 64.4%-27.4pp | 74.6%-37.6pp | 69.3%-32.3pp |
| Annual return | 14.52% | 20688.83%-20674.3pp | 5142.93%-5128.4pp | 318.53%-304.0pp |
| Employer contribution / active EE | $493 | $1,913-74.3% | $3,324-85.2% | $2,565-80.8% |
| Participant deferral / active EE | $1,007 | $2,969-66.1% | $4,614-78.2% | $3,952-74.5% |
| Admin fee / account holder | $2,037 | $5,282-61.4% | $7,493-72.8% | $6,260-67.5% |