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 | $25,803 | $81,233-68.2% | $155,567-83.4% | $80,874-68.1% |
| Participation rate | 69.6% | 66.2%+3.3pp | 78.2%-8.6pp | 67.6%+1.9pp |
| Annual return | 13.12% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.5pp |
| Employer contribution / active EE | $718 | $3,101-76.8% | $4,674-84.6% | $2,756-73.9% |
| Participant deferral / active EE | $881 | $3,452-74.5% | $5,628-84.3% | $4,297-79.5% |
| Admin fee / account holder | $6,535 | $7,998-18.3% | $15,916-58.9% | $6,935-5.8% |