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 | $26,319 | $167,484-84.3% | $151,611-82.6% | $134,475-80.4% |
| Participation rate | 54.5% | 88.4%-33.8pp | 87.5%-33.0pp | 81.2%-26.7pp |
| Annual return | -6.33% | 7.80%-14.1pp | 3.33%-9.7pp | 417.96%-424.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,320 | $8,986-85.3% | $8,363-84.2% | $6,400-79.4% |
| Admin fee / account holder | $11,885 | $13,783-13.8% | $11,616+2.3% | $11,426+4.0% |