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 | $16,858 | $117,381-85.6% | $99,443-83.0% | $152,861-89.0% |
| Participation rate | 63.6% | 77.5%-13.9pp | 73.8%-10.2pp | 82.4%-18.8pp |
| Annual return | 15.50% | 31.87%-16.4pp | 30.72%-15.2pp | 345.32%-329.8pp |
| Employer contribution / active EE | $236 | $3,013-92.2% | $2,540-90.7% | $4,762-95.1% |
| Participant deferral / active EE | $682 | $4,086-83.3% | $3,619-81.1% | $5,850-88.3% |
| Admin fee / account holder | $2,552 | $7,631-66.6% | $6,250-59.2% | $11,596-78.0% |