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 | $18,319 | $55,706-67.1% | $75,886-75.9% | $72,985-74.9% |
| Participation rate | 24.4% | 61.1%-36.7pp | 69.3%-44.8pp | 69.5%-45.0pp |
| Annual return | 17.34% | 27.59%-10.3pp | 30.76%-13.4pp | 81.00%-63.7pp |
| Employer contribution / active EE | $400 | $1,687-76.3% | $2,500-84.0% | $2,440-83.6% |
| Participant deferral / active EE | $769 | $2,634-70.8% | $3,603-78.6% | $3,607-78.7% |
| Admin fee / account holder | $2,184 | $3,978-45.1% | $5,418-59.7% | $5,124-57.4% |