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 | $25,470 | $51,620-50.7% | $90,281-71.8% | $65,185-60.9% |
| Participation rate | 56.3% | 68.6%-12.4pp | 73.3%-17.0pp | 70.2%-13.9pp |
| Annual return | 20.07% | 24.94%-4.9pp | 78.10%-58.0pp | 29.38%-9.3pp |
| Employer contribution / active EE | $1,525 | $2,235-31.7% | $2,854-46.6% | $2,177-29.9% |
| Participant deferral / active EE | $672 | $2,871-76.6% | $3,885-82.7% | $3,514-80.9% |
| Admin fee / account holder | $3,835 | $384+898.0% | $5,351-28.3% | $847+352.7% |