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 | $29,305 | $63,764-54.0% | $81,930-64.2% | $79,858-63.3% |
| Participation rate | 18.6% | 67.5%-48.9pp | 72.0%-53.4pp | 69.6%-51.0pp |
| Annual return | 15.33% | 22.66%-7.3pp | 29.49%-14.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $355 | $1,795-80.3% | $4,310-91.8% | $2,471-85.6% |
| Participant deferral / active EE | $503 | $2,780-81.9% | $7,107-92.9% | $3,740-86.6% |
| Admin fee / account holder | $3,479 | $4,426-21.4% | $5,158-32.6% | $5,306-34.4% |