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 | $40,211 | $63,861-37.0% | $104,607-61.6% | $79,858-49.6% |
| Participation rate | 22.2% | 64.9%-42.7pp | 74.1%-51.9pp | 69.6%-47.4pp |
| Annual return | 22.04% | 21.30%+0.7pp | 340.46%-318.4pp | 31.71%-9.7pp |
| Employer contribution / active EE | $555 | $1,588-65.1% | $2,681-79.3% | $2,471-77.5% |
| Participant deferral / active EE | $879 | $2,693-67.4% | $3,740-76.5% | $3,740-76.5% |
| Admin fee / account holder | $2,793 | $4,185-33.3% | $6,473-56.9% | $5,306-47.4% |