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 | $26,406 | $51,045-48.3% | $70,515-62.6% | $71,457-63.0% |
| Participation rate | 36.7% | 59.4%-22.8pp | 68.3%-31.7pp | 67.9%-31.3pp |
| Annual return | 15.49% | 42.63%-27.1pp | 32.77%-17.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $449 | $1,790-74.9% | $2,973-84.9% | $2,588-82.7% |
| Participant deferral / active EE | $601 | $3,026-80.1% | $4,567-86.8% | $4,289-86.0% |
| Admin fee / account holder | $983 | $1,994-50.7% | $6,412-84.7% | $1,587-38.1% |