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 | $30,741 | $98,750-68.9% | $149,696-79.5% | $79,858-61.5% |
| Participation rate | 55.9% | 75.8%-19.9pp | 82.5%-26.6pp | 69.6%-13.8pp |
| Annual return | 15.86% | 27.43%-11.6pp | 276.60%-260.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,335 | $3,216-27.4% | $4,644-49.7% | $2,471-5.5% |
| Participant deferral / active EE | $1,527 | $5,680-73.1% | $6,842-77.7% | $3,740-59.2% |
| Admin fee / account holder | $1,096 | $6,053-81.9% | $9,309-88.2% | $5,306-79.3% |