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 | $29,989 | $97,757-69.3% | $83,848-64.2% | $135,375-77.8% |
| Participation rate | 47.1% | 80.0%-32.9pp | 76.1%-29.1pp | 82.6%-35.6pp |
| Annual return | 5.97% | 1287.37%-1281.4pp | 850.88%-844.9pp | 519.73%-513.8pp |
| Employer contribution / active EE | $749 | $4,222-82.2% | $3,631-79.4% | $4,779-84.3% |
| Participant deferral / active EE | $938 | $4,682-80.0% | $4,082-77.0% | $5,609-83.3% |
| Admin fee / account holder | $13,534 | $6,674+102.8% | $5,478+147.1% | $10,827+25.0% |