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 | $15,000 | $49,922-70.0% | $80,569-81.4% | $75,163-80.0% |
| Participation rate | 50.8% | 55.3%-4.5pp | 67.0%-16.2pp | 67.2%-16.4pp |
| Annual return | 17.06% | 34.69%-17.6pp | 935.43%-918.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,980 | $1,698+16.6% | $2,723-27.3% | $2,670-25.8% |
| Participant deferral / active EE | $678 | $2,990-77.3% | $4,447-84.8% | $4,125-83.6% |
| Admin fee / account holder | $2,078 | $3,577-41.9% | $5,377-61.4% | $5,651-63.2% |