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 | $14,207 | $169,032-91.6% | $129,207-89.0% | $145,922-90.3% |
| Participation rate | 63.6% | 76.4%-12.8pp | 69.6%-6.0pp | 80.3%-16.6pp |
| Annual return | 10.98% | 14330.11%-14319.1pp | 9417.33%-9406.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,350 | $5,537-57.6% | $4,153-43.4% | $4,660-49.6% |
| Participant deferral / active EE | $325 | $4,987-93.5% | $4,168-92.2% | $6,688-95.1% |
| Admin fee / account holder | $6,045 | $9,954-39.3% | $7,715-21.6% | $13,397-54.9% |