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 | $36,181 | $109,817-67.1% | $98,442-63.2% | $167,490-78.4% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 13.02% | 1956.69%-1943.7pp | 1492.73%-1479.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $2,304 | $3,224-28.5% | $2,960-22.1% | $4,837-52.4% |
| Participant deferral / active EE | $595 | $4,673-87.3% | $4,276-86.1% | $6,341-90.6% |
| Admin fee / account holder | $737 | $6,753-89.1% | $5,949-87.6% | $12,309-94.0% |