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 | $27,411 | $105,998-74.1% | $92,233-70.3% | $147,584-81.4% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 18.33% | 50.05%-31.7pp | 176.28%-158.0pp | 578.55%-560.2pp |
| Employer contribution / active EE | $797 | $4,333-81.6% | $3,679-78.3% | $4,876-83.7% |
| Participant deferral / active EE | $937 | $4,478-79.1% | $3,897-76.0% | $5,439-82.8% |
| Admin fee / account holder | $3,103 | $6,332-51.0% | $5,194-40.3% | $10,885-71.5% |