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 | $17,919 | $83,337-78.5% | $67,834-73.6% | $273,961-93.5% |
| Participation rate | 50.0% | 76.4%-26.4pp | 68.8%-18.8pp | 83.0%-33.0pp |
| Annual return | 7.07% | 259.45%-252.4pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $617 | $4,088-84.9% | $3,160-80.5% | $5,287-88.3% |
| Admin fee / account holder | $5,022 | $6,752-25.6% | $4,622+8.6% | $10,132-50.4% |