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 | $34,908 | $63,346-44.9% | $92,233-62.2% | $70,131-50.2% |
| Participation rate | 39.5% | 68.7%-29.2pp | 76.5%-37.0pp | 69.5%-30.1pp |
| Annual return | 15.66% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,452 | $2,471-41.2% | $3,679-60.5% | $2,342-38.0% |
| Participant deferral / active EE | $790 | $2,854-72.3% | $3,897-79.7% | $3,332-76.3% |
| Admin fee / account holder | $2,890 | $3,840-24.8% | $5,194-44.4% | $4,645-37.8% |