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 | $23,226 | $53,127-56.3% | $86,590-73.2% | $70,131-66.9% |
| Participation rate | 44.8% | 65.3%-20.5pp | 73.5%-28.8pp | 69.5%-24.8pp |
| Annual return | 13.28% | 27.66%-14.4pp | 964.84%-951.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $300 | $2,068-85.5% | $2,839-89.4% | $2,342-87.2% |
| Participant deferral / active EE | $616 | $2,696-77.2% | $3,609-82.9% | $3,332-81.5% |
| Admin fee / account holder | $2,098 | $3,585-41.5% | $4,906-57.2% | $4,645-54.8% |