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 | $30,134 | $63,764-52.7% | $81,930-63.2% | $79,858-62.3% |
| Participation rate | 39.6% | 67.5%-27.9pp | 72.0%-32.4pp | 69.6%-30.0pp |
| Annual return | 13.52% | 22.66%-9.1pp | 29.49%-16.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $519 | $1,795-71.1% | $4,310-87.9% | $2,471-79.0% |
| Participant deferral / active EE | $620 | $2,780-77.7% | $7,107-91.3% | $3,740-83.4% |
| Admin fee / account holder | $6,817 | $4,426+54.0% | $5,158+32.2% | $5,306+28.5% |