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 | $9,217 | $52,353-82.4% | $120,225-92.3% | $82,448-88.8% |
| Participation rate | 35.7% | 58.3%-22.6pp | 69.6%-33.9pp | 68.1%-32.4pp |
| Annual return | 18.83% | 61.85%-43.0pp | 439.23%-420.4pp | 41.64%-22.8pp |
| Employer contribution / active EE | $310 | $1,510-79.5% | $3,475-91.1% | $2,551-87.8% |
| Participant deferral / active EE | $488 | $2,627-81.4% | $3,999-87.8% | $4,139-88.2% |
| Admin fee / account holder | $2,989 | $4,363-31.5% | $5,696-47.5% | $7,234-58.7% |