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 | $23,542 | $63,861-63.1% | $104,607-77.5% | $79,858-70.5% |
| Participation rate | 33.3% | 64.9%-31.6pp | 74.1%-40.7pp | 69.6%-36.3pp |
| Annual return | 11.63% | 21.30%-9.7pp | 340.46%-328.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $578 | $1,588-63.6% | $2,681-78.4% | $2,471-76.6% |
| Participant deferral / active EE | $818 | $2,693-69.6% | $3,740-78.1% | $3,740-78.1% |
| Admin fee / account holder | $585 | $4,185-86.0% | $6,473-91.0% | $5,306-89.0% |