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 | $20,205 | $105,998-80.9% | $92,233-78.1% | $147,584-86.3% |
| Participation rate | 47.4% | 80.4%-33.0pp | 76.5%-29.1pp | 82.8%-35.5pp |
| Annual return | 14.02% | 50.05%-36.0pp | 176.28%-162.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $809 | $4,333-81.3% | $3,679-78.0% | $4,876-83.4% |
| Participant deferral / active EE | $983 | $4,478-78.1% | $3,897-74.8% | $5,439-81.9% |
| Admin fee / account holder | $398 | $6,332-93.7% | $5,194-92.3% | $10,885-96.3% |