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 | $14,818 | $39,122-62.1% | $57,179-74.1% | $62,891-76.4% |
| Participation rate | 12.1% | 70.5%-58.4pp | 75.3%-63.2pp | 69.3%-57.2pp |
| Annual return | 3.78% | 9.23%-5.5pp | 14.59%-10.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $245 | $2,374-89.7% | $3,096-92.1% | $3,203-92.3% |
| Admin fee / account holder | $5,648 | $2,592+117.9% | $3,139+79.9% | $4,296+31.5% |