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 | $30,015 | $48,364-37.9% | $71,796-58.2% | $62,891-52.3% |
| Participation rate | 32.9% | 60.6%-27.7pp | 69.1%-36.2pp | 69.3%-36.4pp |
| Annual return | 6.79% | 13.16%-6.4pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $284 | $1,042-72.7% | $1,924-85.2% | $2,281-87.6% |
| Participant deferral / active EE | $514 | $2,091-75.4% | $2,794-81.6% | $3,203-84.0% |
| Admin fee / account holder | $951 | $3,771-74.8% | $4,815-80.3% | $4,296-77.9% |