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 | $26,113 | $36,806-29.1% | $69,647-62.5% | $77,643-66.4% |
| Participation rate | 20.4% | 64.4%-44.0pp | 66.5%-46.1pp | 70.6%-50.2pp |
| Annual return | 12.83% | 38.81%-26.0pp | 100.48%-87.7pp | 31.24%-18.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,712-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $496 | $2,738-81.9% | $2,886-82.8% | $4,647-89.3% |
| Admin fee / account holder | $779 | $507+53.7% | $4,713-83.5% | $430+81.0% |