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 | $23,179 | $95,416-75.7% | $185,823-87.5% | $85,850-73.0% |
| Participation rate | 34.5% | 68.8%-34.3pp | 81.7%-47.2pp | 69.3%-34.8pp |
| Annual return | 30.90% | 23.59%+7.3pp | 122.05%-91.2pp | 318.53%-287.6pp |
| Employer contribution / active EE | $392 | $3,314-88.2% | $5,167-92.4% | $2,565-84.7% |
| Participant deferral / active EE | $840 | $3,423-75.5% | $5,568-84.9% | $3,952-78.7% |
| Admin fee / account holder | $1,741 | $7,213-75.9% | $16,237-89.3% | $6,260-72.2% |