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 | $31,041 | $53,127-41.6% | $86,590-64.2% | $70,131-55.7% |
| Participation rate | 46.6% | 65.3%-18.8pp | 73.5%-27.0pp | 69.5%-23.0pp |
| Annual return | 17.10% | 27.66%-10.6pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $577 | $2,068-72.1% | $2,839-79.7% | $2,342-75.4% |
| Participant deferral / active EE | $775 | $2,696-71.3% | $3,609-78.5% | $3,332-76.8% |
| Admin fee / account holder | $397 | $3,585-88.9% | $4,906-91.9% | $4,645-91.5% |