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 | $40,404 | $63,346-36.2% | $92,233-56.2% | $70,131-42.4% |
| Participation rate | 34.0% | 68.7%-34.6pp | 76.5%-42.4pp | 69.5%-35.5pp |
| Annual return | 20.26% | 530.12%-509.9pp | 176.28%-156.0pp | 73.14%-52.9pp |
| Employer contribution / active EE | $656 | $2,471-73.4% | $3,679-82.2% | $2,342-72.0% |
| Participant deferral / active EE | $819 | $2,854-71.3% | $3,897-79.0% | $3,332-75.4% |
| Admin fee / account holder | $3,916 | $3,840+2.0% | $5,194-24.6% | $4,645-15.7% |