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 | $22,965 | $76,000-69.8% | $154,107-85.1% | $64,186-64.2% |
| Participation rate | 68.3% | 70.4%-2.1pp | 83.0%-14.7pp | 69.6%-1.3pp |
| Annual return | 8.95% | 30.32%-21.4pp | 735.12%-726.2pp | 7.63%+1.3pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $756 | $3,175-76.2% | $5,081-85.1% | $3,470-78.2% |
| Admin fee / account holder | $806 | $5,596-85.6% | $13,411-94.0% | $4,888-83.5% |