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 | $28,794 | $71,050-59.5% | $93,606-69.2% | $80,856-64.4% |
| Participation rate | 44.9% | 60.4%-15.5pp | 68.7%-23.8pp | 67.6%-22.8pp |
| Annual return | 11.79% | 11.26%+0.5pp | 133.20%-121.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $534 | $1,564-65.8% | $2,420-77.9% | $2,755-80.6% |
| Participant deferral / active EE | $925 | $4,034-77.1% | $4,411-79.0% | $4,296-78.5% |
| Admin fee / account holder | $2,725 | $6,945-60.8% | $8,285-67.1% | $6,918-60.6% |