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 | $18,679 | $161,352-88.4% | $134,172-86.1% | $137,256-86.4% |
| Participation rate | 25.0% | 78.3%-53.3pp | 72.5%-47.5pp | 80.0%-55.0pp |
| Annual return | 16.38% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,300 | $4,099-68.3% | $3,420-62.0% | $4,156-68.7% |
| Participant deferral / active EE | $1,300 | $5,552-76.6% | $4,690-72.3% | $6,407-79.7% |
| Admin fee / account holder | $1,320 | $15,028-91.2% | $12,016-89.0% | $12,270-89.2% |