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 | $18,389 | $95,416-80.7% | $185,823-90.1% | $85,850-78.6% |
| Participation rate | 54.3% | 68.8%-14.5pp | 81.7%-27.4pp | 69.3%-15.0pp |
| Annual return | 19.74% | 23.59%-3.8pp | 122.05%-102.3pp | 318.53%-298.8pp |
| Employer contribution / active EE | $690 | $3,314-79.2% | $5,167-86.7% | $2,565-73.1% |
| Participant deferral / active EE | $781 | $3,423-77.2% | $5,568-86.0% | $3,952-80.2% |
| Admin fee / account holder | $2,926 | $7,213-59.4% | $16,237-82.0% | $6,260-53.3% |