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 | $36,691 | $109,982-66.6% | $97,226-62.3% | $145,922-74.9% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 10.90% | 242.90%-232.0pp | 75.13%-64.2pp | 561.29%-550.4pp |
| Employer contribution / active EE | $365 | $3,084-88.2% | $2,729-86.6% | $4,660-92.2% |
| Participant deferral / active EE | $558 | $4,676-88.1% | $4,264-86.9% | $6,688-91.7% |
| Admin fee / account holder | $2,605 | $6,221-58.1% | $5,654-53.9% | $13,397-80.6% |