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 | $41,021 | $43,723-6.2% | $121,196-66.2% | $64,186-36.1% |
| Participation rate | 13.9% | 58.3%-44.4pp | 71.7%-57.9pp | 69.6%-55.7pp |
| Annual return | 7.79% | 68.91%-61.1pp | 16.93%-9.1pp | 7.63%+0.2pp |
| Employer contribution / active EE | $490 | $1,296-62.2% | $4,022-87.8% | $2,381-79.4% |
| Participant deferral / active EE | $425 | $2,280-81.4% | $3,344-87.3% | $3,470-87.8% |
| Admin fee / account holder | $21,635 | $3,501+517.9% | $5,019+331.0% | $4,888+342.6% |