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 | $34,620 | $63,299-45.3% | $91,001-62.0% | $62,292-44.4% |
| Participation rate | 23.3% | 73.3%-50.0pp | 75.6%-52.3pp | 69.5%-46.2pp |
| Annual return | 13.75% | 20.99%-7.2pp | 4.60%+9.2pp | 28.90%-15.1pp |
| Employer contribution / active EE | $506 | $1,807-72.0% | $2,456-79.4% | $2,042-75.2% |
| Participant deferral / active EE | $879 | $2,943-70.1% | $3,547-75.2% | $3,169-72.3% |
| Admin fee / account holder | $11,956 | $468+2456.6% | $5,417+120.7% | $479+2394.3% |