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 | $13,216 | $76,000-82.6% | $154,107-91.4% | $64,186-79.4% |
| Participation rate | 40.9% | 70.4%-29.5pp | 83.0%-42.1pp | 69.6%-28.7pp |
| Annual return | 4.60% | 30.32%-25.7pp | 735.12%-730.5pp | 7.63%-3.0pp |
| Employer contribution / active EE | $462 | $3,351-86.2% | $5,298-91.3% | $2,381-80.6% |
| Participant deferral / active EE | $807 | $3,175-74.6% | $5,081-84.1% | $3,470-76.7% |
| Admin fee / account holder | $6,779 | $5,596+21.1% | $13,411-49.4% | $4,888+38.7% |