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 | $31,823 | $37,426-15.0% | $77,482-58.9% | $79,858-60.2% |
| Participation rate | 9.3% | 41.5%-32.2pp | 54.2%-44.9pp | 69.6%-60.3pp |
| Annual return | 17.95% | 39.70%-21.8pp | 54.79%-36.8pp | 31.71%-13.8pp |
| Employer contribution / active EE | $101 | $637-84.2% | $986-89.8% | $2,471-95.9% |
| Participant deferral / active EE | $201 | $1,260-84.0% | $1,861-89.2% | $3,740-94.6% |
| Admin fee / account holder | $9,400 | $2,504+275.4% | $2,858+228.9% | $5,306+77.2% |