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 | $24,517 | $58,512-58.1% | $84,015-70.8% | $72,985-66.4% |
| Participation rate | 23.9% | 61.2%-37.4pp | 69.0%-45.1pp | 69.5%-45.6pp |
| Annual return | 19.09% | 28.93%-9.8pp | 71.31%-52.2pp | 81.00%-61.9pp |
| Employer contribution / active EE | $259 | $1,163-77.7% | $1,983-86.9% | $2,440-89.4% |
| Participant deferral / active EE | $703 | $2,394-70.6% | $3,239-78.3% | $3,607-80.5% |
| Admin fee / account holder | $1,956 | $4,569-57.2% | $6,101-67.9% | $5,124-61.8% |