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 | $48,750-68.7% | $88,946-82.8% | $74,304-79.4% |
| Participation rate | 12.5% | 44.5%-32.0pp | 68.8%-56.3pp | 60.3%-47.8pp |
| Annual return | 18.06% | 25.91%-7.9pp | 57.82%-39.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $197 | $1,255-84.3% | $2,555-92.3% | $2,241-91.2% |
| Participant deferral / active EE | $335 | $2,423-86.2% | $4,581-92.7% | $3,767-91.1% |
| Admin fee / account holder | $622 | $3,756-83.4% | $8,261-92.5% | $2,969-79.0% |