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 | $29,832 | $59,839-50.1% | $81,983-63.6% | $79,858-62.6% |
| Participation rate | 25.9% | 61.6%-35.8pp | 69.2%-43.4pp | 69.6%-43.8pp |
| Annual return | 16.91% | 17.56%-0.7pp | 41.31%-24.4pp | 31.71%-14.8pp |
| Employer contribution / active EE | $470 | $1,713-72.6% | $2,498-81.2% | $2,471-81.0% |
| Participant deferral / active EE | $645 | $2,695-76.1% | $3,722-82.7% | $3,740-82.8% |
| Admin fee / account holder | $307 | $4,287-92.8% | $5,664-94.6% | $5,306-94.2% |