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 | $18,074 | $60,124-69.9% | $90,404-80.0% | $79,858-77.4% |
| Participation rate | 22.2% | 65.0%-42.8pp | 72.7%-50.5pp | 69.6%-47.4pp |
| Annual return | 12.88% | 71.94%-59.1pp | 1293.02%-1280.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $264 | $2,068-87.2% | $3,262-91.9% | $2,471-89.3% |
| Participant deferral / active EE | $461 | $2,938-84.3% | $3,963-88.4% | $3,740-87.7% |
| Admin fee / account holder | $2,484 | $3,976-37.5% | $5,611-55.7% | $5,306-53.2% |