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 | $20,825 | $77,419-73.1% | $69,455-70.0% | $152,861-86.4% |
| Participation rate | 46.7% | 78.1%-31.4pp | 74.6%-27.9pp | 82.4%-35.8pp |
| Annual return | 17.18% | 39.06%-21.9pp | 28.97%-11.8pp | 345.32%-328.1pp |
| Employer contribution / active EE | $665 | $3,315-79.9% | $2,779-76.1% | $4,762-86.0% |
| Participant deferral / active EE | $703 | $4,414-84.1% | $3,535-80.1% | $5,850-88.0% |
| Admin fee / account holder | $14,408 | $6,207+132.1% | $3,839+275.3% | $11,596+24.2% |