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 | $26,243 | $117,841-77.7% | $102,423-74.4% | $145,922-82.0% |
| Participation rate | 68.2% | 78.6%-10.4pp | 76.5%-8.3pp | 80.3%-12.1pp |
| Annual return | 9.24% | 31.65%-22.4pp | 29.32%-20.1pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,470 | $5,731-74.4% | $5,053-70.9% | $6,688-78.0% |
| Admin fee / account holder | $2,486 | $13,326-81.3% | $9,451-73.7% | $13,397-81.4% |