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 3-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 | $10,915 | $81,248-86.6% | $155,509-93.0% | $80,856-86.5% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.6%-32.6pp |
| Annual return | 13.06% | 33.31%-20.2pp | 64.67%-51.6pp | 35.59%-22.5pp |
| Employer contribution / active EE | $532 | $3,100-82.8% | $4,672-88.6% | $2,755-80.7% |
| Participant deferral / active EE | $714 | $3,452-79.3% | $5,626-87.3% | $4,296-83.4% |
| Admin fee / account holder | $1,734 | $7,997-78.3% | $15,912-89.1% | $6,918-74.9% |