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 | $30,923 | $70,428-56.1% | $96,562-68.0% | $85,850-64.0% |
| Participation rate | 44.7% | 61.8%-17.1pp | 69.8%-25.1pp | 69.3%-24.6pp |
| Annual return | 11.98% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $617 | $1,413-56.4% | $2,356-73.8% | $2,565-76.0% |
| Participant deferral / active EE | $981 | $2,894-66.1% | $3,849-74.5% | $3,952-75.2% |
| Admin fee / account holder | $761 | $4,997-84.8% | $6,181-87.7% | $6,260-87.8% |