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 | $19,356 | $77,314-75.0% | $177,989-89.1% | $80,856-76.1% |
| Participation rate | 46.3% | 65.7%-19.4pp | 77.1%-30.8pp | 67.6%-21.4pp |
| Annual return | 14.43% | 18.09%-3.7pp | 294.48%-280.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $643 | $2,292-72.0% | $3,949-83.7% | $2,755-76.7% |
| Participant deferral / active EE | $966 | $4,411-78.1% | $6,276-84.6% | $4,296-77.5% |
| Admin fee / account holder | $2,458 | $7,191-65.8% | $10,363-76.3% | $6,918-64.5% |