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 | $35,916 | $48,795-26.4% | $65,493-45.2% | $84,808-57.7% |
| Participation rate | 15.4% | 67.0%-51.6pp | 73.1%-57.7pp | 68.3%-52.9pp |
| Annual return | 14.82% | 20.20%-5.4pp | 982.45%-967.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $469 | $1,930-75.7% | $2,574-81.8% | $2,631-82.2% |
| Participant deferral / active EE | $548 | $2,928-81.3% | $3,961-86.2% | $4,212-87.0% |
| Admin fee / account holder | $2,325 | $3,877-40.0% | $5,028-53.8% | $7,344-68.3% |