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 | $19,054 | $58,208-67.3% | $81,812-76.7% | $80,856-76.4% |
| Participation rate | 56.3% | 63.4%-7.2pp | 72.3%-16.1pp | 67.6%-11.4pp |
| Annual return | 13.36% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $416 | $2,340-82.2% | $2,912-85.7% | $2,755-84.9% |
| Participant deferral / active EE | $668 | $3,281-79.6% | $4,319-84.5% | $4,296-84.4% |
| Admin fee / account holder | $446 | $4,981-91.0% | $7,386-94.0% | $6,918-93.6% |