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 | $13,317 | $76,000-82.5% | $154,107-91.4% | $64,186-79.3% |
| Participation rate | 42.9% | 70.4%-27.6pp | 83.0%-40.2pp | 69.6%-26.7pp |
| Annual return | 5.06% | 30.32%-25.3pp | 735.12%-730.1pp | 7.63%-2.6pp |
| Employer contribution / active EE | $507 | $3,351-84.9% | $5,298-90.4% | $2,381-78.7% |
| Participant deferral / active EE | $580 | $3,175-81.7% | $5,081-88.6% | $3,470-83.3% |
| Admin fee / account holder | $2,856 | $5,596-49.0% | $13,411-78.7% | $4,888-41.6% |