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 | $16,201 | $91,190-82.2% | $178,490-90.9% | $79,858-79.7% |
| Participation rate | 38.7% | 69.2%-30.5pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 19.25% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $665 | $3,256-79.6% | $5,011-86.7% | $2,471-73.1% |
| Participant deferral / active EE | $863 | $3,236-73.3% | $5,202-83.4% | $3,740-76.9% |
| Admin fee / account holder | $5,273 | $6,751-21.9% | $13,984-62.3% | $5,306-0.6% |