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 | $13,013 | $90,503-85.6% | $78,689-83.5% | $273,961-95.3% |
| Participation rate | 15.4% | 76.5%-61.1pp | 73.6%-58.2pp | 83.0%-67.6pp |
| Annual return | 0.00% | 75.60%-75.6pp | 62.18%-62.2pp | 41.45%-41.5pp |
| Employer contribution / active EE | $115 | $3,176-96.4% | $2,851-96.0% | $4,869-97.6% |
| Participant deferral / active EE | $83 | $3,901-97.9% | $3,517-97.6% | $5,287-98.4% |
| Admin fee / account holder | $2,350 | $5,263-55.4% | $4,510-47.9% | $10,132-76.8% |