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 | $51,068 | $71,516-28.6% | $98,439-48.1% | $71,457-28.5% |
| Participation rate | 43.1% | 72.7%-29.6pp | 75.2%-32.1pp | 67.9%-24.8pp |
| Annual return | 19.66% | 32.41%-12.7pp | 21.16%-1.5pp | 28.85%-9.2pp |
| Employer contribution / active EE | $852 | $2,399-64.5% | $3,048-72.1% | $2,588-67.1% |
| Participant deferral / active EE | $1,402 | $4,109-65.9% | $4,738-70.4% | $4,289-67.3% |
| Admin fee / account holder | $4,341 | $1,675+159.2% | $8,948-51.5% | $1,587+173.5% |