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 | $14,815 | $56,114-73.6% | $96,139-84.6% | $85,850-82.7% |
| Participation rate | 34.0% | 56.7%-22.8pp | 68.4%-34.5pp | 69.3%-35.4pp |
| Annual return | 15.96% | 42.30%-26.3pp | 191.94%-176.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $494 | $2,859-82.7% | $4,349-88.6% | $3,952-87.5% |
| Admin fee / account holder | $381 | $3,768-89.9% | $5,537-93.1% | $6,260-93.9% |