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 | $70,398 | $81,632-13.8% | $70,449-0.1% | $158,922-55.7% |
| Participation rate | 41.7% | 77.7%-36.1pp | 75.1%-33.4pp | 82.0%-40.3pp |
| Annual return | 11.55% | 208.40%-196.9pp | 109.03%-97.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $616 | $3,217-80.9% | $2,737-77.5% | $4,761-87.1% |
| Participant deferral / active EE | $52 | $4,554-98.9% | $3,709-98.6% | $5,982-99.1% |
| Admin fee / account holder | $2,812 | $6,193-54.6% | $3,845-26.9% | $11,246-75.0% |