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 | $27,272 | $185,822-85.3% | $169,993-84.0% | $139,434-80.4% |
| Participation rate | 42.9% | 87.8%-44.9pp | 87.0%-44.1pp | 80.3%-37.5pp |
| Annual return | 14.22% | 60.50%-46.3pp | 53.37%-39.2pp | 372.94%-358.7pp |
| Employer contribution / active EE | $0 | $7,590-100.0% | $6,785-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,363 | $11,622-88.3% | $10,408-86.9% | $6,710-79.7% |
| Admin fee / account holder | $9,200 | $15,381-40.2% | $12,815-28.2% | $11,403-19.3% |