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 | $31,806 | $83,477-61.9% | $125,175-74.6% | $72,985-56.4% |
| Participation rate | 14.9% | 73.3%-58.4pp | 79.8%-64.9pp | 69.5%-54.6pp |
| Annual return | 19.14% | 25.78%-6.6pp | 43.79%-24.6pp | 81.00%-61.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $656 | $3,585-81.7% | $4,937-86.7% | $3,607-81.8% |
| Admin fee / account holder | $359 | $5,517-93.5% | $9,702-96.3% | $5,124-93.0% |