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 | $28,965 | $47,848-39.5% | $81,478-64.5% | $70,131-58.7% |
| Participation rate | 27.8% | 58.3%-30.4pp | 68.0%-40.1pp | 69.5%-41.7pp |
| Annual return | 17.21% | 27.25%-10.0pp | 38.78%-21.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $354 | $1,527-76.8% | $2,568-86.2% | $2,342-84.9% |
| Participant deferral / active EE | $555 | $2,453-77.4% | $3,537-84.3% | $3,332-83.4% |
| Admin fee / account holder | $785 | $3,145-75.0% | $4,561-82.8% | $4,645-83.1% |