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 | $31,397 | $112,881-72.2% | $90,951-65.5% | $158,922-80.2% |
| Participation rate | 69.2% | 74.7%-5.5pp | 69.0%+0.2pp | 82.0%-12.7pp |
| Annual return | 10.99% | 215.79%-204.8pp | 134.60%-123.6pp | 302.83%-291.8pp |
| Employer contribution / active EE | $685 | $2,893-76.3% | $2,122-67.7% | $4,761-85.6% |
| Participant deferral / active EE | $685 | $4,128-83.4% | $3,373-79.7% | $5,982-88.5% |
| Admin fee / account holder | $717 | $8,041-91.1% | $5,959-88.0% | $11,246-93.6% |