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 | $14,476 | $60,022-75.9% | $88,946-83.7% | $84,808-82.9% |
| Participation rate | 19.4% | 57.8%-38.5pp | 68.8%-49.5pp | 68.3%-49.0pp |
| Annual return | 20.13% | 22.43%-2.3pp | 57.82%-37.7pp | 40.90%-20.8pp |
| Employer contribution / active EE | $392 | $1,703-77.0% | $2,555-84.6% | $2,631-85.1% |
| Participant deferral / active EE | $536 | $3,114-82.8% | $4,581-88.3% | $4,212-87.3% |
| Admin fee / account holder | $614 | $4,811-87.2% | $8,261-92.6% | $7,344-91.6% |