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 | $27,420 | $69,515-60.6% | $86,874-68.4% | $85,850-68.1% |
| Participation rate | 22.4% | 66.3%-44.0pp | 71.6%-49.3pp | 69.3%-47.0pp |
| Annual return | 12.42% | 20.12%-7.7pp | 63.52%-51.1pp | 318.53%-306.1pp |
| Employer contribution / active EE | $557 | $1,880-70.4% | $2,495-77.7% | $2,565-78.3% |
| Participant deferral / active EE | $789 | $2,919-73.0% | $3,699-78.7% | $3,952-80.0% |
| Admin fee / account holder | $3,242 | $5,972-45.7% | $5,828-44.4% | $6,260-48.2% |