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 | $12,439 | $96,635-87.1% | $86,612-85.6% | $139,434-91.1% |
| Participation rate | 27.3% | 74.4%-47.1pp | 71.7%-44.4pp | 80.3%-53.0pp |
| Annual return | 13.24% | 106.41%-93.2pp | 591.07%-577.8pp | 372.94%-359.7pp |
| Employer contribution / active EE | $407 | $3,263-87.5% | $3,022-86.5% | $4,751-91.4% |
| Participant deferral / active EE | $214 | $4,836-95.6% | $4,438-95.2% | $6,710-96.8% |
| Admin fee / account holder | $5,280 | $6,408-17.6% | $5,614-6.0% | $11,403-53.7% |