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 | $21,831 | $85,202-74.4% | $172,739-87.4% | $72,985-70.1% |
| Participation rate | 41.3% | 70.1%-28.8pp | 82.6%-41.3pp | 69.5%-28.2pp |
| Annual return | 19.60% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,143-88.8% | $2,440-76.3% |
| Participant deferral / active EE | $773 | $3,260-76.3% | $5,198-85.1% | $3,607-78.6% |
| Admin fee / account holder | $2,124 | $5,884-63.9% | $13,954-84.8% | $5,124-58.6% |