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 | $31,720 | $109,817-71.1% | $98,442-67.8% | $167,490-81.1% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 14.22% | 1956.69%-1942.5pp | 1492.73%-1478.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $214 | $3,224-93.4% | $2,960-92.8% | $4,837-95.6% |
| Participant deferral / active EE | $514 | $4,673-89.0% | $4,276-88.0% | $6,341-91.9% |
| Admin fee / account holder | $6,068 | $6,753-10.1% | $5,949+2.0% | $12,309-50.7% |