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 | $23,181 | $100,852-77.0% | $90,404-74.4% | $158,922-85.4% |
| Participation rate | 52.2% | 75.0%-22.8pp | 72.7%-20.5pp | 82.0%-29.8pp |
| Annual return | 8.50% | 1724.20%-1715.7pp | 1293.02%-1284.5pp | 302.83%-294.3pp |
| Employer contribution / active EE | $275 | $3,689-92.5% | $3,262-91.6% | $4,761-94.2% |
| Participant deferral / active EE | $386 | $4,348-91.1% | $3,963-90.3% | $5,982-93.5% |
| Admin fee / account holder | $1,394 | $6,501-78.6% | $5,611-75.2% | $11,246-87.6% |