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 | $21,928 | $76,000-71.1% | $154,107-85.8% | $64,186-65.8% |
| Participation rate | 35.1% | 70.4%-35.3pp | 83.0%-47.9pp | 69.6%-34.4pp |
| Annual return | 9.75% | 30.32%-20.6pp | 735.12%-725.4pp | 7.63%+2.1pp |
| Employer contribution / active EE | $463 | $3,351-86.2% | $5,298-91.3% | $2,381-80.5% |
| Participant deferral / active EE | $771 | $3,175-75.7% | $5,081-84.8% | $3,470-77.8% |
| Admin fee / account holder | $4,353 | $5,596-22.2% | $13,411-67.5% | $4,888-10.9% |