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 | $26,804 | $48,076-44.2% | $78,689-65.9% | $62,891-57.4% |
| Participation rate | 19.1% | 65.2%-46.1pp | 73.6%-54.4pp | 69.3%-50.2pp |
| Annual return | 5.92% | 31.35%-25.4pp | 62.18%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $458 | $2,015-77.2% | $2,851-83.9% | $2,281-79.9% |
| Participant deferral / active EE | $462 | $2,588-82.1% | $3,517-86.9% | $3,203-85.6% |
| Admin fee / account holder | $10,516 | $3,207+227.9% | $4,510+133.2% | $4,296+144.8% |