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 | $28,571 | $77,164-63.0% | $178,014-84.0% | $80,874-64.7% |
| Participation rate | 33.3% | 65.7%-32.4pp | 77.1%-43.8pp | 67.6%-34.3pp |
| Annual return | 12.26% | 18.09%-5.8pp | 294.80%-282.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $568 | $2,288-75.2% | $3,950-85.6% | $2,756-79.4% |
| Participant deferral / active EE | $1,107 | $4,408-74.9% | $6,276-82.4% | $4,297-74.2% |
| Admin fee / account holder | $12,980 | $7,164+81.2% | $10,362+25.3% | $6,935+87.2% |