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 | $38,248 | $55,706-31.3% | $75,886-49.6% | $72,985-47.6% |
| Participation rate | 23.1% | 61.1%-38.1pp | 69.3%-46.2pp | 69.5%-46.4pp |
| Annual return | 21.08% | 27.59%-6.5pp | 30.76%-9.7pp | 81.00%-59.9pp |
| Employer contribution / active EE | $511 | $1,687-69.7% | $2,500-79.6% | $2,440-79.1% |
| Participant deferral / active EE | $527 | $2,634-80.0% | $3,603-85.4% | $3,607-85.4% |
| Admin fee / account holder | $18,142 | $3,978+356.0% | $5,418+234.8% | $5,124+254.0% |