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 | $17,664 | $48,076-63.3% | $78,689-77.6% | $62,891-71.9% |
| Participation rate | 58.4% | 65.2%-6.8pp | 73.6%-15.1pp | 69.3%-10.9pp |
| Annual return | 7.00% | 31.35%-24.4pp | 62.18%-55.2pp | 20.14%-13.1pp |
| Employer contribution / active EE | $275 | $2,015-86.3% | $2,851-90.4% | $2,281-87.9% |
| Participant deferral / active EE | $644 | $2,588-75.1% | $3,517-81.7% | $3,203-79.9% |
| Admin fee / account holder | $854 | $3,207-73.4% | $4,510-81.1% | $4,296-80.1% |