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 | $12,475 | $52,279-76.1% | $89,391-86.0% | $79,858-84.4% |
| Participation rate | 22.2% | 57.5%-35.3pp | 68.0%-45.8pp | 69.6%-47.4pp |
| Annual return | 12.59% | 22.16%-9.6pp | 245.62%-233.0pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,122 | $1,572-28.6% | $2,586-56.6% | $2,471-54.6% |
| Participant deferral / active EE | $447 | $2,740-83.7% | $3,890-88.5% | $3,740-88.1% |
| Admin fee / account holder | $424 | $3,356-87.4% | $4,881-91.3% | $5,306-92.0% |