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 | $27,317 | $104,486-73.9% | $76,817-64.4% | $152,861-82.1% |
| Participation rate | 63.6% | 76.6%-13.0pp | 72.1%-8.4pp | 82.4%-18.8pp |
| Annual return | 15.61% | 1013.37%-997.8pp | 1166.11%-1150.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $629 | $3,116-79.8% | $2,302-72.7% | $4,762-86.8% |
| Participant deferral / active EE | $629 | $4,236-85.2% | $3,336-81.2% | $5,850-89.3% |
| Admin fee / account holder | $1,019 | $12,275-91.7% | $6,420-84.1% | $11,596-91.2% |