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 | $26,826 | $100,852-73.4% | $90,404-70.3% | $158,922-83.1% |
| Participation rate | 27.3% | 75.0%-47.7pp | 72.7%-45.4pp | 82.0%-54.7pp |
| Annual return | 11.66% | 1724.20%-1712.5pp | 1293.02%-1281.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $181 | $3,689-95.1% | $3,262-94.5% | $4,761-96.2% |
| Participant deferral / active EE | $466 | $4,348-89.3% | $3,963-88.2% | $5,982-92.2% |
| Admin fee / account holder | $358 | $6,501-94.5% | $5,611-93.6% | $11,246-96.8% |