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 | $27,713 | $49,227-43.7% | $70,449-60.7% | $79,858-65.3% |
| Participation rate | 35.6% | 69.2%-33.6pp | 75.1%-39.5pp | 69.6%-34.1pp |
| Annual return | 13.63% | 30.06%-16.4pp | 109.03%-95.4pp | 31.71%-18.1pp |
| Employer contribution / active EE | $569 | $2,099-72.9% | $2,737-79.2% | $2,471-77.0% |
| Participant deferral / active EE | $675 | $2,768-75.6% | $3,709-81.8% | $3,740-81.9% |
| Admin fee / account holder | $1,943 | $2,878-32.5% | $3,845-49.5% | $5,306-63.4% |