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 | $47,110 | $77,634-39.3% | $156,549-69.9% | $62,891-25.1% |
| Participation rate | 26.5% | 71.2%-44.7pp | 84.0%-57.5pp | 69.3%-42.8pp |
| Annual return | 5.84% | 50.32%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $511 | $3,444-85.2% | $5,501-90.7% | $2,281-77.6% |
| Participant deferral / active EE | $389 | $3,045-87.2% | $4,871-92.0% | $3,203-87.9% |
| Admin fee / account holder | $4,828 | $5,561-13.2% | $13,027-62.9% | $4,296+12.4% |