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 | $27,221 | $117,841-76.9% | $102,423-73.4% | $145,922-81.3% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 9.00% | 31.65%-22.6pp | 29.32%-20.3pp | 561.29%-552.3pp |
| Employer contribution / active EE | $866 | $3,615-76.0% | $3,023-71.4% | $4,660-81.4% |
| Participant deferral / active EE | $1,201 | $5,731-79.0% | $5,053-76.2% | $6,688-82.0% |
| Admin fee / account holder | $1,282 | $13,326-90.4% | $9,451-86.4% | $13,397-90.4% |