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 | $22,076 | $92,222-76.1% | $76,768-71.2% | $135,375-83.7% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | 2.27% | 5.46%-3.2pp | 2.43%-0.2pp | 519.73%-517.5pp |
| Employer contribution / active EE | $654 | $3,216-79.7% | $2,485-73.7% | $4,779-86.3% |
| Participant deferral / active EE | $657 | $4,509-85.4% | $3,852-82.9% | $5,609-88.3% |
| Admin fee / account holder | $1,515 | $10,748-85.9% | $6,675-77.3% | $10,827-86.0% |