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 | $34,561 | $71,050-51.4% | $93,606-63.1% | $80,856-57.3% |
| Participation rate | 9.6% | 60.4%-50.8pp | 68.7%-59.1pp | 67.6%-58.0pp |
| Annual return | 11.06% | 11.26%-0.2pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $188 | $4,034-95.3% | $4,411-95.7% | $4,296-95.6% |
| Admin fee / account holder | $8,744 | $6,945+25.9% | $8,285+5.5% | $6,918+26.4% |