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 | $13,477 | $99,020-86.4% | $86,590-84.4% | $147,584-90.9% |
| Participation rate | 31.6% | 76.3%-44.8pp | 73.5%-42.0pp | 82.8%-51.2pp |
| Annual return | 14.48% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $130 | $3,132-95.8% | $2,839-95.4% | $4,876-97.3% |
| Participant deferral / active EE | $279 | $3,972-93.0% | $3,609-92.3% | $5,439-94.9% |
| Admin fee / account holder | $1,287 | $5,710-77.5% | $4,906-73.8% | $10,885-88.2% |