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 | $33,199 | $76,407-56.5% | $150,298-77.9% | $82,448-59.7% |
| Participation rate | 21.4% | 66.4%-45.0pp | 77.8%-56.3pp | 68.1%-46.6pp |
| Annual return | 13.40% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $326 | $2,614-87.5% | $4,154-92.2% | $2,551-87.2% |
| Participant deferral / active EE | $659 | $3,214-79.5% | $5,453-87.9% | $4,139-84.1% |
| Admin fee / account holder | $3,780 | $6,352-40.5% | $14,116-73.2% | $7,234-47.8% |