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 | $37,580 | $58,234-35.5% | $81,783-54.0% | $80,874-53.5% |
| Participation rate | 22.6% | 63.4%-40.8pp | 72.4%-49.7pp | 67.6%-45.0pp |
| Annual return | 15.57% | 41.70%-26.1pp | 775.05%-759.5pp | 35.62%-20.0pp |
| Employer contribution / active EE | $691 | $2,341-70.5% | $2,913-76.3% | $2,756-74.9% |
| Participant deferral / active EE | $650 | $3,283-80.2% | $4,320-84.9% | $4,297-84.9% |
| Admin fee / account holder | $970 | $4,982-80.5% | $7,380-86.9% | $6,935-86.0% |