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 | $19,420 | $84,233-76.9% | $170,442-88.6% | $70,131-72.3% |
| Participation rate | 50.0% | 70.8%-20.8pp | 83.6%-33.6pp | 69.5%-19.5pp |
| Annual return | 14.21% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $517 | $3,387-84.7% | $5,433-90.5% | $2,342-77.9% |
| Participant deferral / active EE | $689 | $3,086-77.7% | $4,939-86.1% | $3,332-79.3% |
| Admin fee / account holder | $497 | $5,698-91.3% | $13,880-96.4% | $4,645-89.3% |