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 | $11,970 | $56,053-78.6% | $75,972-84.2% | $80,856-85.2% |
| Participation rate | 49.4% | 62.0%-12.6pp | 69.1%-19.7pp | 67.6%-18.2pp |
| Annual return | 10.35% | 20.53%-10.2pp | 359.55%-349.2pp | 35.59%-25.2pp |
| Employer contribution / active EE | $492 | $1,874-73.8% | $2,685-81.7% | $2,755-82.1% |
| Participant deferral / active EE | $1,020 | $3,052-66.6% | $4,255-76.0% | $4,296-76.3% |
| Admin fee / account holder | $2,375 | $5,234-54.6% | $6,467-63.3% | $6,918-65.7% |