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 | $28,186 | $77,899-63.8% | $149,673-81.2% | $75,163-62.5% |
| Participation rate | 35.1% | 65.6%-30.4pp | 78.8%-43.6pp | 67.2%-32.1pp |
| Annual return | 14.46% | 31.72%-17.3pp | 134.42%-120.0pp | 160.62%-146.2pp |
| Employer contribution / active EE | $649 | $3,137-79.3% | $4,818-86.5% | $2,670-75.7% |
| Participant deferral / active EE | $710 | $3,411-79.2% | $5,680-87.5% | $4,125-82.8% |
| Admin fee / account holder | $528 | $5,956-91.1% | $13,210-96.0% | $5,651-90.7% |