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 | $20,672 | $76,000-72.8% | $154,107-86.6% | $64,186-67.8% |
| Participation rate | 60.5% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.1pp |
| Annual return | 6.81% | 30.32%-23.5pp | 735.12%-728.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $593 | $3,175-81.3% | $5,081-88.3% | $3,470-82.9% |
| Admin fee / account holder | $560 | $5,596-90.0% | $13,411-95.8% | $4,888-88.5% |