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 4-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 | $15,090 | $117,983-87.2% | $101,794-85.2% | $142,382-89.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 10.31% | 36.92%-26.6pp | 30.53%-20.2pp | 217.08%-206.8pp |
| Employer contribution / active EE | $686 | $2,773-75.3% | $2,289-70.0% | $4,299-84.0% |
| Participant deferral / active EE | $874 | $4,714-81.5% | $4,084-78.6% | $6,507-86.6% |
| Admin fee / account holder | $8,705 | $10,433-16.6% | $8,777-0.8% | $12,624-31.0% |