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 | $22,223 | $48,076-53.8% | $78,689-71.8% | $62,891-64.7% |
| Participation rate | 27.5% | 65.2%-37.7pp | 73.6%-46.1pp | 69.3%-41.8pp |
| Annual return | 7.59% | 31.35%-23.8pp | 62.18%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $428 | $2,015-78.8% | $2,851-85.0% | $2,281-81.2% |
| Participant deferral / active EE | $594 | $2,588-77.1% | $3,517-83.1% | $3,203-81.5% |
| Admin fee / account holder | $1,636 | $3,207-49.0% | $4,510-63.7% | $4,296-61.9% |