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 | $13,062 | $80,717-83.8% | $154,803-91.6% | $84,808-84.6% |
| Participation rate | 57.4% | 66.8%-9.4pp | 78.1%-20.6pp | 68.3%-10.9pp |
| Annual return | 89.74% | 37.96%+51.8pp | 58.88%+30.9pp | 40.90%+48.8pp |
| Employer contribution / active EE | $2,005 | $2,761-27.4% | $4,305-53.4% | $2,631-23.8% |
| Participant deferral / active EE | $535 | $3,303-83.8% | $5,540-90.3% | $4,212-87.3% |
| Admin fee / account holder | $1,566 | $6,746-76.8% | $14,329-89.1% | $7,344-78.7% |