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 | $16,594 | $81,248-79.6% | $155,509-89.3% | $80,856-79.5% |
| Participation rate | 13.3% | 66.2%-52.9pp | 78.2%-64.9pp | 67.6%-54.3pp |
| Annual return | 10.80% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $392 | $3,100-87.4% | $4,672-91.6% | $2,755-85.8% |
| Participant deferral / active EE | $565 | $3,452-83.6% | $5,626-89.9% | $4,296-86.8% |
| Admin fee / account holder | $1,929 | $7,997-75.9% | $15,912-87.9% | $6,918-72.1% |