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 | $14,287 | $59,101-75.8% | $77,163-81.5% | $75,163-81.0% |
| Participation rate | 41.9% | 63.9%-21.9pp | 69.6%-27.6pp | 67.2%-25.3pp |
| Annual return | 15.96% | 26.71%-10.8pp | 37.87%-21.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $426 | $1,995-78.6% | $2,535-83.2% | $2,670-84.0% |
| Participant deferral / active EE | $726 | $2,999-75.8% | $3,833-81.1% | $4,125-82.4% |
| Admin fee / account holder | $5,728 | $4,774+20.0% | $5,472+4.7% | $5,651+1.4% |