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 | $28,579 | $51,045-44.0% | $70,515-59.5% | $71,457-60.0% |
| Participation rate | 38.6% | 59.4%-20.8pp | 68.3%-29.8pp | 67.9%-29.3pp |
| Annual return | 14.99% | 42.63%-27.6pp | 32.77%-17.8pp | 28.85%-13.9pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $808 | $3,026-73.3% | $4,567-82.3% | $4,289-81.2% |
| Admin fee / account holder | $2,359 | $1,994+18.3% | $6,412-63.2% | $1,587+48.6% |