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 | $26,736 | $58,927-54.6% | $76,817-65.2% | $72,985-63.4% |
| Participation rate | 50.0% | 67.3%-17.3pp | 72.1%-22.1pp | 69.5%-19.5pp |
| Annual return | 22.94% | 2305.64%-2282.7pp | 1166.11%-1143.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $355 | $1,787-80.1% | $2,302-84.6% | $2,440-85.4% |
| Participant deferral / active EE | $827 | $2,690-69.3% | $3,336-75.2% | $3,607-77.1% |
| Admin fee / account holder | $719 | $4,013-82.1% | $6,420-88.8% | $5,124-86.0% |