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 | $28,335 | $49,227-42.4% | $70,449-59.8% | $79,858-64.5% |
| Participation rate | 34.8% | 69.2%-34.3pp | 75.1%-40.2pp | 69.6%-34.8pp |
| Annual return | 9.54% | 30.06%-20.5pp | 109.03%-99.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $728 | $2,768-73.7% | $3,709-80.4% | $3,740-80.5% |
| Admin fee / account holder | $425 | $2,878-85.2% | $3,845-89.0% | $5,306-92.0% |