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 | $26,348 | $76,407-65.5% | $150,298-82.5% | $82,448-68.0% |
| Participation rate | 27.3% | 66.4%-39.1pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 13.19% | 39.99%-26.8pp | 62.79%-49.6pp | 41.64%-28.4pp |
| Employer contribution / active EE | $318 | $2,614-87.8% | $4,154-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $374 | $3,214-88.4% | $5,453-93.1% | $4,139-91.0% |
| Admin fee / account holder | $1,738 | $6,352-72.6% | $14,116-87.7% | $7,234-76.0% |