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 | $27,462 | $72,492-62.1% | $87,100-68.5% | $72,985-62.4% |
| Participation rate | 67.6% | 72.8%-5.2pp | 76.9%-9.3pp | 69.5%-1.9pp |
| Annual return | 21.03% | 24.46%-3.4pp | 28.19%-7.2pp | 81.00%-60.0pp |
| Employer contribution / active EE | $617 | $1,894-67.4% | $2,521-75.5% | $2,440-74.7% |
| Participant deferral / active EE | $1,212 | $3,270-62.9% | $4,049-70.1% | $3,607-66.4% |
| Admin fee / account holder | $356 | $5,055-93.0% | $7,497-95.3% | $5,124-93.1% |