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 | $39,376 | $63,346-37.8% | $92,233-57.3% | $70,131-43.9% |
| Participation rate | 30.8% | 68.7%-37.9pp | 76.5%-45.7pp | 69.5%-38.8pp |
| Annual return | 13.94% | 530.12%-516.2pp | 176.28%-162.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $826 | $2,471-66.6% | $3,679-77.5% | $2,342-64.7% |
| Participant deferral / active EE | $834 | $2,854-70.8% | $3,897-78.6% | $3,332-75.0% |
| Admin fee / account holder | $4,997 | $3,840+30.1% | $5,194-3.8% | $4,645+7.6% |