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 | $21,057 | $61,272-65.6% | $149,673-85.9% | $71,457-70.5% |
| Participation rate | 15.4% | 62.5%-47.1pp | 78.8%-63.3pp | 67.9%-52.5pp |
| Annual return | 14.35% | 35.85%-21.5pp | 134.42%-120.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $630 | $2,917-78.4% | $5,680-88.9% | $4,289-85.3% |
| Admin fee / account holder | $3,090 | $1,261+145.0% | $13,210-76.6% | $1,587+94.7% |