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 | $31,967 | $95,416-66.5% | $185,823-82.8% | $85,850-62.8% |
| Participation rate | 38.5% | 68.8%-30.3pp | 81.7%-43.2pp | 69.3%-30.9pp |
| Annual return | 11.79% | 23.59%-11.8pp | 122.05%-110.3pp | 318.53%-306.7pp |
| Employer contribution / active EE | $833 | $3,314-74.9% | $5,167-83.9% | $2,565-67.5% |
| Participant deferral / active EE | $943 | $3,423-72.5% | $5,568-83.1% | $3,952-76.1% |
| Admin fee / account holder | $2,699 | $7,213-62.6% | $16,237-83.4% | $6,260-56.9% |