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 | $23,747 | $85,202-72.1% | $172,739-86.3% | $72,985-67.5% |
| Participation rate | 44.2% | 70.1%-25.8pp | 82.6%-38.4pp | 69.5%-25.3pp |
| Annual return | 20.45% | 27.32%-6.9pp | 802.84%-782.4pp | 81.00%-60.5pp |
| Employer contribution / active EE | $608 | $3,324-81.7% | $5,143-88.2% | $2,440-75.1% |
| Participant deferral / active EE | $871 | $3,260-73.3% | $5,198-83.2% | $3,607-75.9% |
| Admin fee / account holder | $994 | $5,884-83.1% | $13,954-92.9% | $5,124-80.6% |