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 | $27,766 | $53,127-47.7% | $86,590-67.9% | $70,131-60.4% |
| Participation rate | 24.1% | 65.3%-41.2pp | 73.5%-49.4pp | 69.5%-45.4pp |
| Annual return | 14.32% | 27.66%-13.3pp | 964.84%-950.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $451 | $2,068-78.2% | $2,839-84.1% | $2,342-80.8% |
| Participant deferral / active EE | $593 | $2,696-78.0% | $3,609-83.6% | $3,332-82.2% |
| Admin fee / account holder | $2,381 | $3,585-33.6% | $4,906-51.5% | $4,645-48.8% |