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 | $13,527 | $99,918-86.5% | $81,382-83.4% | $145,922-90.7% |
| Participation rate | 43.8% | 74.2%-30.4pp | 69.5%-25.7pp | 80.3%-36.5pp |
| Annual return | 12.05% | 34.32%-22.3pp | 24.73%-12.7pp | 561.29%-549.2pp |
| Employer contribution / active EE | $389 | $2,978-86.9% | $2,463-84.2% | $4,660-91.6% |
| Participant deferral / active EE | $508 | $4,605-89.0% | $3,883-86.9% | $6,688-92.4% |
| Admin fee / account holder | $1,260 | $8,212-84.7% | $5,768-78.2% | $13,397-90.6% |