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 | $14,340 | $81,632-82.4% | $70,449-79.6% | $158,922-91.0% |
| Participation rate | 31.3% | 77.7%-46.5pp | 75.1%-43.8pp | 82.0%-50.7pp |
| Annual return | 16.06% | 208.40%-192.3pp | 109.03%-93.0pp | 302.83%-286.8pp |
| Employer contribution / active EE | $460 | $3,217-85.7% | $2,737-83.2% | $4,761-90.3% |
| Participant deferral / active EE | $585 | $4,554-87.1% | $3,709-84.2% | $5,982-90.2% |
| Admin fee / account holder | $1,223 | $6,193-80.3% | $3,845-68.2% | $11,246-89.1% |