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 | $16,790 | $70,669-76.2% | $169,368-90.1% | $75,163-77.7% |
| Participation rate | 38.0% | 64.8%-26.8pp | 77.1%-39.1pp | 67.2%-29.2pp |
| Annual return | 22.03% | 36.36%-14.3pp | 405.60%-383.6pp | 160.62%-138.6pp |
| Employer contribution / active EE | $986 | $2,211-55.4% | $4,013-75.4% | $2,670-63.1% |
| Participant deferral / active EE | $834 | $4,311-80.7% | $6,221-86.6% | $4,125-79.8% |
| Admin fee / account holder | $501 | $5,402-90.7% | $9,003-94.4% | $5,651-91.1% |