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 | $28,143 | $50,982-44.8% | $154,803-81.8% | $85,563-67.1% |
| Participation rate | 10.4% | 59.8%-49.4pp | 78.1%-67.7pp | 66.0%-55.6pp |
| Annual return | 12.75% | 30.35%-17.6pp | 58.88%-46.1pp | 31.51%-18.8pp |
| Employer contribution / active EE | $314 | $1,708-81.6% | $4,305-92.7% | $2,654-88.2% |
| Participant deferral / active EE | $397 | $2,474-84.0% | $5,540-92.8% | $4,375-90.9% |
| Admin fee / account holder | $850 | $846+0.5% | $14,329-94.1% | $834+1.9% |