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 | $32,632 | $72,177-54.8% | $115,037-71.6% | $59,632-45.3% |
| Participation rate | 28.6% | 72.6%-44.0pp | 81.4%-52.8pp | 68.7%-40.1pp |
| Annual return | 1.42% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $584 | $2,841-79.4% | $4,608-87.3% | $2,203-73.5% |
| Participant deferral / active EE | $728 | $4,783-84.8% | $6,026-87.9% | $3,192-77.2% |
| Admin fee / account holder | $626 | $4,927-87.3% | $8,175-92.3% | $4,297-85.4% |