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 | $39,523 | $63,299-37.6% | $91,001-56.6% | $62,292-36.6% |
| Participation rate | 23.9% | 73.3%-49.5pp | 75.6%-51.7pp | 69.5%-45.7pp |
| Annual return | 18.46% | 20.99%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $591 | $1,807-67.3% | $2,456-76.0% | $2,042-71.1% |
| Participant deferral / active EE | $797 | $2,943-72.9% | $3,547-77.5% | $3,169-74.9% |
| Admin fee / account holder | $1,136 | $468+143.0% | $5,417-79.0% | $479+137.1% |