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 | $11,391 | $80,717-85.9% | $154,803-92.6% | $84,808-86.6% |
| Participation rate | 34.4% | 66.8%-32.4pp | 78.1%-43.7pp | 68.3%-33.9pp |
| Annual return | 17.09% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $406 | $2,761-85.3% | $4,305-90.6% | $2,631-84.6% |
| Participant deferral / active EE | $775 | $3,303-76.5% | $5,540-86.0% | $4,212-81.6% |
| Admin fee / account holder | $3,419 | $6,746-49.3% | $14,329-76.1% | $7,344-53.4% |