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 | $27,413 | $96,635-71.6% | $86,612-68.3% | $139,434-80.3% |
| Participation rate | 53.3% | 74.4%-21.1pp | 71.7%-18.4pp | 80.3%-27.0pp |
| Annual return | 11.71% | 106.41%-94.7pp | 591.07%-579.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $471 | $3,263-85.6% | $3,022-84.4% | $4,751-90.1% |
| Participant deferral / active EE | $498 | $4,836-89.7% | $4,438-88.8% | $6,710-92.6% |
| Admin fee / account holder | $4,636 | $6,408-27.6% | $5,614-17.4% | $11,403-59.3% |