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 | $15,692 | $62,573-74.9% | $85,682-81.7% | $85,850-81.7% |
| Participation rate | 43.6% | 61.1%-17.5pp | 69.9%-26.3pp | 69.3%-25.7pp |
| Annual return | 13.24% | 23.77%-10.5pp | 21.49%-8.2pp | 318.53%-305.3pp |
| Employer contribution / active EE | $341 | $1,757-80.6% | $2,618-87.0% | $2,565-86.7% |
| Participant deferral / active EE | $765 | $2,802-72.7% | $3,923-80.5% | $3,952-80.6% |
| Admin fee / account holder | $815 | $4,640-82.4% | $6,873-88.1% | $6,260-87.0% |