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 | $27,275 | $85,202-68.0% | $172,739-84.2% | $72,985-62.6% |
| Participation rate | 42.6% | 70.1%-27.5pp | 82.6%-40.1pp | 69.5%-26.9pp |
| Annual return | 19.93% | 27.32%-7.4pp | 802.84%-782.9pp | 81.00%-61.1pp |
| Employer contribution / active EE | $823 | $3,324-75.3% | $5,143-84.0% | $2,440-66.3% |
| Participant deferral / active EE | $870 | $3,260-73.3% | $5,198-83.3% | $3,607-75.9% |
| Admin fee / account holder | $1,903 | $5,884-67.7% | $13,954-86.4% | $5,124-62.9% |