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 | $16,012 | $52,953-69.8% | $172,739-90.7% | $65,185-75.4% |
| Participation rate | 3.9% | 66.2%-62.3pp | 82.6%-78.8pp | 70.2%-66.3pp |
| Annual return | 22.42% | 30.12%-7.7pp | 802.84%-780.4pp | 29.38%-7.0pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $209 | $2,471-91.5% | $5,198-96.0% | $3,514-94.1% |
| Admin fee / account holder | $740 | $472+56.8% | $13,954-94.7% | $847-12.6% |