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 | $12,650 | $76,407-83.4% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 36.5% | 66.4%-29.9pp | 77.8%-41.3pp | 68.1%-31.6pp |
| Annual return | 16.71% | 39.99%-23.3pp | 62.79%-46.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $330 | $2,614-87.4% | $4,154-92.0% | $2,551-87.1% |
| Participant deferral / active EE | $777 | $3,214-75.8% | $5,453-85.7% | $4,139-81.2% |
| Admin fee / account holder | $346 | $6,352-94.5% | $14,116-97.5% | $7,234-95.2% |