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 | $34,196 | $102,382-66.6% | $147,005-76.7% | $80,874-57.7% |
| Participation rate | 53.7% | 75.8%-22.1pp | 82.2%-28.5pp | 67.6%-13.9pp |
| Annual return | 16.10% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $980 | $3,715-73.6% | $4,934-80.1% | $2,756-64.4% |
| Participant deferral / active EE | $1,854 | $6,646-72.1% | $8,070-77.0% | $4,297-56.9% |
| Admin fee / account holder | $1,653 | $7,942-79.2% | $13,006-87.3% | $6,935-76.2% |