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 | $26,768 | $77,314-65.4% | $177,989-85.0% | $80,856-66.9% |
| Participation rate | 43.3% | 65.7%-22.4pp | 77.1%-33.8pp | 67.6%-24.4pp |
| Annual return | 14.17% | 18.09%-3.9pp | 294.48%-280.3pp | 35.59%-21.4pp |
| Employer contribution / active EE | $569 | $2,292-75.2% | $3,949-85.6% | $2,755-79.3% |
| Participant deferral / active EE | $994 | $4,411-77.5% | $6,276-84.2% | $4,296-76.9% |
| Admin fee / account holder | $3,787 | $7,191-47.3% | $10,363-63.5% | $6,918-45.3% |