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 | $34,342 | $91,538-62.5% | $129,995-73.6% | $75,163-54.3% |
| Participation rate | 58.8% | 71.4%-12.6pp | 78.5%-19.7pp | 67.2%-8.4pp |
| Annual return | 18.49% | -631.11%+649.6pp | -137.18%+155.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $800 | $2,845-71.9% | $4,320-81.5% | $2,670-70.1% |
| Participant deferral / active EE | $1,083 | $4,341-75.0% | $5,820-81.4% | $4,125-73.7% |
| Admin fee / account holder | $626 | $6,790-90.8% | $10,614-94.1% | $5,651-88.9% |