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 | $22,236 | $92,222-75.9% | $76,768-71.0% | $135,375-83.6% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | 4.44% | 5.46%-1.0pp | 2.43%+2.0pp | 519.73%-515.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $457 | $4,509-89.9% | $3,852-88.1% | $5,609-91.9% |
| Admin fee / account holder | $25,258 | $10,748+135.0% | $6,675+278.4% | $10,827+133.3% |