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 | $30,812 | $78,705-60.9% | $117,854-73.9% | $70,131-56.1% |
| Participation rate | 22.7% | 73.2%-50.5pp | 79.7%-57.0pp | 69.5%-46.9pp |
| Annual return | 15.69% | 23.30%-7.6pp | 335.08%-319.4pp | 73.14%-57.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $526 | $3,297-84.1% | $4,482-88.3% | $3,332-84.2% |
| Admin fee / account holder | $2,955 | $5,065-41.7% | $8,020-63.2% | $4,645-36.4% |