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 | $37,821 | $50,982-25.8% | $154,803-75.6% | $85,563-55.8% |
| Participation rate | 20.6% | 59.8%-39.2pp | 78.1%-57.5pp | 66.0%-45.4pp |
| Annual return | 16.41% | 30.35%-13.9pp | 58.88%-42.5pp | 31.51%-15.1pp |
| Employer contribution / active EE | $352 | $1,708-79.4% | $4,305-91.8% | $2,654-86.7% |
| Participant deferral / active EE | $613 | $2,474-75.2% | $5,540-88.9% | $4,375-86.0% |
| Admin fee / account holder | $1,013 | $846+19.7% | $14,329-92.9% | $834+21.4% |