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 | $19,244 | $45,035-57.3% | $62,995-69.5% | $70,131-72.6% |
| Participation rate | 25.6% | 69.5%-43.9pp | 74.8%-49.2pp | 69.5%-43.9pp |
| Annual return | 13.97% | 18.76%-4.8pp | 87.57%-73.6pp | 73.14%-59.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $691 | $2,465-71.9% | $3,329-79.2% | $3,332-79.2% |
| Admin fee / account holder | $968 | $2,834-65.9% | $3,600-73.1% | $4,645-79.2% |