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 | $8,745 | $109,904-92.0% | $97,167-91.0% | $145,959-94.0% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 19.75% | 243.43%-223.7pp | 75.27%-55.5pp | 561.95%-542.2pp |
| Employer contribution / active EE | $1,206 | $3,084-60.9% | $2,729-55.8% | $4,661-74.1% |
| Participant deferral / active EE | $188 | $4,676-96.0% | $4,264-95.6% | $6,689-97.2% |
| Admin fee / account holder | $3,161 | $6,216-49.1% | $5,650-44.0% | $13,398-76.4% |