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 | $30,534 | $78,705-61.2% | $117,854-74.1% | $70,131-56.5% |
| Participation rate | 50.0% | 73.2%-23.2pp | 79.7%-29.7pp | 69.5%-19.5pp |
| Annual return | 14.10% | 23.30%-9.2pp | 335.08%-321.0pp | 73.14%-59.0pp |
| Employer contribution / active EE | $509 | $2,223-77.1% | $3,786-86.6% | $2,342-78.3% |
| Participant deferral / active EE | $1,017 | $3,297-69.2% | $4,482-77.3% | $3,332-69.5% |
| Admin fee / account holder | $684 | $5,065-86.5% | $8,020-91.5% | $4,645-85.3% |