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 | $30,861 | $63,346-51.3% | $92,233-66.5% | $70,131-56.0% |
| Participation rate | 53.8% | 68.7%-14.9pp | 76.5%-22.7pp | 69.5%-15.8pp |
| Annual return | 14.59% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,619 | $2,471-34.5% | $3,679-56.0% | $2,342-30.9% |
| Participant deferral / active EE | $643 | $2,854-77.5% | $3,897-83.5% | $3,332-80.7% |
| Admin fee / account holder | $1,027 | $3,840-73.2% | $5,194-80.2% | $4,645-77.9% |