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 | $15,115 | $48,076-68.6% | $78,689-80.8% | $62,891-76.0% |
| Participation rate | 15.3% | 65.2%-49.9pp | 73.6%-58.3pp | 69.3%-54.0pp |
| Annual return | 7.13% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $218 | $2,015-89.2% | $2,851-92.4% | $2,281-90.4% |
| Participant deferral / active EE | $265 | $2,588-89.8% | $3,517-92.5% | $3,203-91.7% |
| Admin fee / account holder | $1,029 | $3,207-67.9% | $4,510-77.2% | $4,296-76.0% |