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 | $41,718 | $77,634-46.3% | $156,549-73.4% | $62,891-33.7% |
| Participation rate | 38.5% | 71.2%-32.7pp | 84.0%-45.6pp | 69.3%-30.8pp |
| Annual return | 6.00% | 50.32%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $368 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $708 | $3,045-76.7% | $4,871-85.5% | $3,203-77.9% |
| Admin fee / account holder | $3,523 | $5,561-36.6% | $13,027-73.0% | $4,296-18.0% |