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 | $37,407 | $65,041-42.5% | $90,951-58.9% | $79,858-53.2% |
| Participation rate | 31.0% | 61.6%-30.6pp | 69.0%-38.0pp | 69.6%-38.6pp |
| Annual return | 10.47% | 30.45%-20.0pp | 134.60%-124.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $680 | $2,512-72.9% | $3,373-79.8% | $3,740-81.8% |
| Admin fee / account holder | $3,805 | $4,536-16.1% | $5,959-36.1% | $5,306-28.3% |