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 | $32,649 | $106,890-69.5% | $84,015-61.1% | $152,861-78.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 8.51% | 104.99%-96.5pp | 71.31%-62.8pp | 345.32%-336.8pp |
| Employer contribution / active EE | $736 | $2,734-73.1% | $1,983-62.9% | $4,762-84.5% |
| Participant deferral / active EE | $906 | $4,011-77.4% | $3,239-72.0% | $5,850-84.5% |
| Admin fee / account holder | $33,808 | $8,285+308.1% | $6,101+454.2% | $11,596+191.5% |