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 | $35,525 | $80,753-56.0% | $136,294-73.9% | $62,292-43.0% |
| Participation rate | 22.9% | 73.5%-50.6pp | 81.9%-59.0pp | 69.5%-46.6pp |
| Annual return | 19.10% | 35.83%-16.7pp | 5155.94%-5136.8pp | 28.90%-9.8pp |
| Employer contribution / active EE | $853 | $2,884-70.4% | $4,695-81.8% | $2,042-58.2% |
| Participant deferral / active EE | $1,705 | $5,164-67.0% | $6,247-72.7% | $3,169-46.2% |
| Admin fee / account holder | $5,848 | $525+1013.0% | $9,243-36.7% | $479+1119.9% |