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 | $18,055 | $61,272-70.5% | $149,673-87.9% | $71,457-74.7% |
| Participation rate | 24.6% | 62.5%-37.9pp | 78.8%-54.2pp | 67.9%-43.3pp |
| Annual return | 18.00% | 35.85%-17.9pp | 134.42%-116.4pp | 28.85%-10.9pp |
| Employer contribution / active EE | $699 | $2,378-70.6% | $4,818-85.5% | $2,588-73.0% |
| Participant deferral / active EE | $530 | $2,917-81.8% | $5,680-90.7% | $4,289-87.6% |
| Admin fee / account holder | $952 | $1,261-24.6% | $13,210-92.8% | $1,587-40.0% |