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 | $37,666 | $71,516-47.3% | $98,439-61.7% | $71,457-47.3% |
| Participation rate | 36.6% | 72.7%-36.1pp | 75.2%-38.5pp | 67.9%-31.3pp |
| Annual return | 14.97% | 32.41%-17.4pp | 21.16%-6.2pp | 28.85%-13.9pp |
| Employer contribution / active EE | $914 | $2,399-61.9% | $3,048-70.0% | $2,588-64.7% |
| Participant deferral / active EE | $1,743 | $4,109-57.6% | $4,738-63.2% | $4,289-59.4% |
| Admin fee / account holder | $4,912 | $1,675+193.3% | $8,948-45.1% | $1,587+209.4% |