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 | $31,270 | $67,411-53.6% | $91,001-65.6% | $70,131-55.4% |
| Participation rate | 35.3% | 71.4%-36.1pp | 75.6%-40.3pp | 69.5%-34.2pp |
| Annual return | 18.48% | -40.16%+58.6pp | 4.60%+13.9pp | 73.14%-54.7pp |
| Employer contribution / active EE | $470 | $1,786-73.7% | $2,456-80.8% | $2,342-79.9% |
| Participant deferral / active EE | $1,062 | $2,823-62.4% | $3,547-70.1% | $3,332-68.1% |
| Admin fee / account holder | $350 | $4,236-91.7% | $5,417-93.5% | $4,645-92.5% |