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 | $9,202 | $39,286-76.6% | $80,716-88.6% | $79,386-88.4% |
| Participation rate | 17.4% | 41.0%-23.6pp | 54.2%-36.8pp | 70.7%-53.3pp |
| Annual return | 16.71% | 98.95%-82.2pp | 87.28%-70.6pp | 116.85%-100.1pp |
| Employer contribution / active EE | $175 | $594-70.5% | $1,160-84.9% | $2,427-92.8% |
| Participant deferral / active EE | $265 | $1,264-79.0% | $2,146-87.6% | $4,046-93.4% |
| Admin fee / account holder | $763 | $647+18.0% | $3,380-77.4% | $626+21.8% |