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 | $13,194 | $96,635-86.3% | $86,612-84.8% | $139,434-90.5% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 14.00% | 106.41%-92.4pp | 591.07%-577.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $823 | $3,263-74.8% | $3,022-72.8% | $4,751-82.7% |
| Participant deferral / active EE | $553 | $4,836-88.6% | $4,438-87.5% | $6,710-91.8% |
| Admin fee / account holder | $5,377 | $6,408-16.1% | $5,614-4.2% | $11,403-52.8% |