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 | $28,986 | $69,362-58.2% | $101,248-71.4% | $73,488-60.6% |
| Participation rate | 18.5% | 68.4%-49.9pp | 75.8%-57.3pp | 70.7%-52.2pp |
| Annual return | 16.39% | 18.46%-2.1pp | 46.47%-30.1pp | 28.51%-12.1pp |
| Employer contribution / active EE | $727 | $2,628-72.3% | $3,660-80.1% | $2,270-68.0% |
| Participant deferral / active EE | $737 | $3,300-77.7% | $4,370-83.1% | $3,740-80.3% |
| Admin fee / account holder | $6,901 | $704+880.9% | $5,945+16.1% | $513+1245.1% |