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 | $27,741 | $76,407-63.7% | $150,298-81.5% | $82,448-66.4% |
| Participation rate | 16.1% | 66.4%-50.3pp | 77.8%-61.6pp | 68.1%-51.9pp |
| Annual return | 18.45% | 39.99%-21.5pp | 62.79%-44.3pp | 41.64%-23.2pp |
| Employer contribution / active EE | $750 | $2,614-71.3% | $4,154-81.9% | $2,551-70.6% |
| Participant deferral / active EE | $793 | $3,214-75.3% | $5,453-85.5% | $4,139-80.8% |
| Admin fee / account holder | $4,017 | $6,352-36.8% | $14,116-71.5% | $7,234-44.5% |