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 | $29,053 | $58,828-50.6% | $77,999-62.8% | $62,891-53.8% |
| Participation rate | 54.3% | 71.1%-16.8pp | 75.5%-21.2pp | 69.3%-15.0pp |
| Annual return | 7.67% | 17.16%-9.5pp | 425.96%-418.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $669 | $1,672-60.0% | $2,470-72.9% | $2,281-70.7% |
| Participant deferral / active EE | $958 | $2,686-64.3% | $3,497-72.6% | $3,203-70.1% |
| Admin fee / account holder | $2,759 | $4,393-37.2% | $5,480-49.7% | $4,296-35.8% |