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 | $40,602 | $83,902-51.6% | $167,512-75.8% | $84,808-52.1% |
| Participation rate | 35.7% | 66.5%-30.8pp | 77.1%-41.3pp | 68.3%-32.6pp |
| Annual return | 16.11% | 91.55%-75.4pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $477 | $2,264-78.9% | $3,882-87.7% | $2,631-81.9% |
| Participant deferral / active EE | $878 | $4,442-80.2% | $6,405-86.3% | $4,212-79.2% |
| Admin fee / account holder | $5,489 | $7,915-30.7% | $9,769-43.8% | $7,344-25.3% |