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 | $22,869 | $63,346-63.9% | $92,233-75.2% | $70,131-67.4% |
| Participation rate | 60.7% | 68.7%-8.0pp | 76.5%-15.8pp | 69.5%-8.9pp |
| Annual return | 22.07% | 530.12%-508.1pp | 176.28%-154.2pp | 73.14%-51.1pp |
| Employer contribution / active EE | $533 | $2,471-78.4% | $3,679-85.5% | $2,342-77.3% |
| Participant deferral / active EE | $1,089 | $2,854-61.8% | $3,897-72.0% | $3,332-67.3% |
| Admin fee / account holder | $778 | $3,840-79.7% | $5,194-85.0% | $4,645-83.3% |