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 | $28,439 | $60,124-52.7% | $90,404-68.5% | $79,858-64.4% |
| Participation rate | 33.3% | 65.0%-31.6pp | 72.7%-39.3pp | 69.6%-36.3pp |
| Annual return | 19.22% | 71.94%-52.7pp | 1293.02%-1273.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $292 | $2,068-85.9% | $3,262-91.0% | $2,471-88.2% |
| Participant deferral / active EE | $706 | $2,938-76.0% | $3,963-82.2% | $3,740-81.1% |
| Admin fee / account holder | $2,605 | $3,976-34.5% | $5,611-53.6% | $5,306-50.9% |