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 | $27,860 | $142,405-80.4% | $115,157-75.8% | $152,861-81.8% |
| Participation rate | 68.8% | 82.4%-13.6pp | 75.9%-7.2pp | 82.4%-13.7pp |
| Annual return | 10.63% | 41.48%-30.8pp | 35.60%-25.0pp | 345.32%-334.7pp |
| Employer contribution / active EE | $959 | $4,010-76.1% | $3,179-69.8% | $4,762-79.9% |
| Participant deferral / active EE | $784 | $5,164-84.8% | $4,168-81.2% | $5,850-86.6% |
| Admin fee / account holder | $803 | $8,462-90.5% | $7,088-88.7% | $11,596-93.1% |