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 | $16,667 | $49,227-66.1% | $70,449-76.3% | $79,858-79.1% |
| Participation rate | 50.7% | 69.2%-18.4pp | 75.1%-24.3pp | 69.6%-18.9pp |
| Annual return | 12.99% | 30.06%-17.1pp | 109.03%-96.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $467 | $2,099-77.8% | $2,737-82.9% | $2,471-81.1% |
| Participant deferral / active EE | $811 | $2,768-70.7% | $3,709-78.1% | $3,740-78.3% |
| Admin fee / account holder | $327 | $2,878-88.6% | $3,845-91.5% | $5,306-93.8% |