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 | $28,077 | $81,248-65.4% | $155,509-81.9% | $80,856-65.3% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.6%-25.3pp |
| Annual return | 11.35% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $792 | $3,100-74.4% | $4,672-83.0% | $2,755-71.2% |
| Participant deferral / active EE | $814 | $3,452-76.4% | $5,626-85.5% | $4,296-81.0% |
| Admin fee / account holder | $3,564 | $7,997-55.4% | $15,912-77.6% | $6,918-48.5% |