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 | $20,795 | $58,879-64.7% | $178,490-88.3% | $73,488-71.7% |
| Participation rate | 42.6% | 66.2%-23.6pp | 81.9%-39.3pp | 70.7%-28.1pp |
| Annual return | 13.70% | 24.86%-11.2pp | 151.07%-137.4pp | 28.51%-14.8pp |
| Employer contribution / active EE | $436 | $2,236-80.5% | $5,011-91.3% | $2,270-80.8% |
| Participant deferral / active EE | $691 | $2,567-73.1% | $5,202-86.7% | $3,740-81.5% |
| Admin fee / account holder | $662 | $400+65.3% | $13,984-95.3% | $513+28.9% |