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 | $15,271 | $45,312-66.3% | $86,233-82.3% | $67,986-77.5% |
| Participation rate | 12.5% | 42.4%-29.9pp | 69.0%-56.5pp | 57.2%-44.7pp |
| Annual return | 18.06% | 24.79%-6.7pp | 61.39%-43.3pp | 31.67%-13.6pp |
| Employer contribution / active EE | $197 | $1,160-83.0% | $2,504-92.1% | $2,019-90.3% |
| Participant deferral / active EE | $335 | $2,185-84.7% | $4,559-92.7% | $3,358-90.0% |
| Admin fee / account holder | $622 | $3,295-81.1% | $8,342-92.5% | $3,203-80.6% |