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 | $18,801 | $49,177-61.8% | $79,464-76.3% | $64,186-70.7% |
| Participation rate | 52.5% | 65.0%-12.6pp | 73.3%-20.9pp | 69.6%-17.1pp |
| Annual return | 7.17% | -1.16%+8.3pp | 718.14%-711.0pp | 7.63%-0.5pp |
| Employer contribution / active EE | $703 | $2,076-66.2% | $2,800-74.9% | $2,381-70.5% |
| Participant deferral / active EE | $623 | $2,821-77.9% | $3,704-83.2% | $3,470-82.0% |
| Admin fee / account holder | $2,915 | $3,839-24.1% | $5,113-43.0% | $4,888-40.4% |