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 | $25,875 | $49,177-47.4% | $79,464-67.4% | $64,186-59.7% |
| Participation rate | 35.6% | 65.0%-29.4pp | 73.3%-37.7pp | 69.6%-34.0pp |
| Annual return | 6.25% | -1.16%+7.4pp | 718.14%-711.9pp | 7.63%-1.4pp |
| Employer contribution / active EE | $245 | $2,076-88.2% | $2,800-91.3% | $2,381-89.7% |
| Participant deferral / active EE | $499 | $2,821-82.3% | $3,704-86.5% | $3,470-85.6% |
| Admin fee / account holder | $2,372 | $3,839-38.2% | $5,113-53.6% | $4,888-51.5% |