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 | $29,079 | $83,902-65.3% | $167,512-82.6% | $84,808-65.7% |
| Participation rate | 40.3% | 66.5%-26.2pp | 77.1%-36.8pp | 68.3%-28.1pp |
| Annual return | 14.29% | 91.55%-77.3pp | 1615.79%-1601.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $815 | $2,264-64.0% | $3,882-79.0% | $2,631-69.0% |
| Participant deferral / active EE | $966 | $4,442-78.3% | $6,405-84.9% | $4,212-77.1% |
| Admin fee / account holder | $2,068 | $7,915-73.9% | $9,769-78.8% | $7,344-71.8% |