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 | $29,600 | $63,764-53.6% | $81,930-63.9% | $79,858-62.9% |
| Participation rate | 50.0% | 67.5%-17.5pp | 72.0%-22.0pp | 69.6%-19.6pp |
| Annual return | 14.40% | 22.66%-8.3pp | 29.49%-15.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $384 | $1,795-78.6% | $4,310-91.1% | $2,471-84.5% |
| Participant deferral / active EE | $819 | $2,780-70.5% | $7,107-88.5% | $3,740-78.1% |
| Admin fee / account holder | $3,191 | $4,426-27.9% | $5,158-38.1% | $5,306-39.9% |