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 | $29,071 | $56,199-48.3% | $67,652-57.0% | $59,632-51.2% |
| Participation rate | 64.7% | 71.5%-6.8pp | 75.7%-11.0pp | 68.7%-4.0pp |
| Annual return | 2.50% | 18505.31%-18502.8pp | 6625.04%-6622.5pp | 2041.28%-2038.8pp |
| Employer contribution / active EE | $848 | $1,614-47.5% | $2,266-62.6% | $2,203-61.5% |
| Participant deferral / active EE | $1,108 | $2,844-61.0% | $3,560-68.9% | $3,192-65.3% |
| Admin fee / account holder | $350 | $3,958-91.2% | $4,821-92.7% | $4,297-91.9% |