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 | $35,903 | $87,540-59.0% | $75,781-52.6% | $125,391-71.4% |
| Participation rate | 50.0% | 80.2%-30.2pp | 75.8%-25.8pp | 83.2%-33.2pp |
| Annual return | 0.54% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.7pp |
| Employer contribution / active EE | $692 | $3,930-82.4% | $3,323-79.2% | $4,866-85.8% |
| Participant deferral / active EE | $958 | $4,229-77.3% | $3,651-73.8% | $5,352-82.1% |
| Admin fee / account holder | $13,541 | $6,502+108.3% | $5,299+155.5% | $9,540+41.9% |