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 | $12,857 | $77,899-83.5% | $149,673-91.4% | $75,163-82.9% |
| Participation rate | 34.1% | 65.6%-31.5pp | 78.8%-44.7pp | 67.2%-33.1pp |
| Annual return | 14.67% | 31.72%-17.1pp | 134.42%-119.7pp | 160.62%-146.0pp |
| Employer contribution / active EE | $385 | $3,137-87.7% | $4,818-92.0% | $2,670-85.6% |
| Participant deferral / active EE | $605 | $3,411-82.3% | $5,680-89.3% | $4,125-85.3% |
| Admin fee / account holder | $784 | $5,956-86.8% | $13,210-94.1% | $5,651-86.1% |