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 | $16,974 | $102,966-83.5% | $90,281-81.2% | $152,861-88.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 32.17% | 95.16%-63.0pp | 78.10%-45.9pp | 345.32%-313.2pp |
| Employer contribution / active EE | $2,735 | $3,139-12.9% | $2,854-4.2% | $4,762-42.6% |
| Participant deferral / active EE | $546 | $4,281-87.3% | $3,885-86.0% | $5,850-90.7% |
| Admin fee / account holder | $5,769 | $6,171-6.5% | $5,351+7.8% | $11,596-50.2% |