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 | $32,796 | $53,516-38.7% | $126,539-74.1% | $84,808-61.3% |
| Participation rate | 25.0% | 58.2%-33.2pp | 69.8%-44.8pp | 68.3%-43.3pp |
| Annual return | 13.66% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $256 | $1,535-83.3% | $3,674-93.0% | $2,631-90.3% |
| Participant deferral / active EE | $551 | $2,671-79.4% | $4,083-86.5% | $4,212-86.9% |
| Admin fee / account holder | $5,535 | $4,497+23.1% | $6,065-8.7% | $7,344-24.6% |