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 | $20,591 | $96,557-78.7% | $80,975-74.6% | $273,961-92.5% |
| Participation rate | 61.1% | 79.1%-18.0pp | 75.8%-14.7pp | 83.0%-21.9pp |
| Annual return | 17.04% | 15.14%+1.9pp | 17.10%-0.1pp | 41.45%-24.4pp |
| Employer contribution / active EE | $906 | $4,868-81.4% | $3,714-75.6% | $4,869-81.4% |
| Participant deferral / active EE | $479 | $6,598-92.7% | $5,696-91.6% | $5,287-90.9% |
| Admin fee / account holder | $1,691 | $7,492-77.4% | $5,516-69.3% | $10,132-83.3% |