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 | $20,147 | $110,261-81.7% | $95,745-79.0% | $139,434-85.6% |
| Participation rate | 28.6% | 75.8%-47.2pp | 72.3%-43.7pp | 80.3%-51.7pp |
| Annual return | 14.19% | 27.11%-12.9pp | 28.35%-14.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $341 | $3,257-89.5% | $2,835-88.0% | $4,751-92.8% |
| Participant deferral / active EE | $493 | $4,676-89.5% | $4,245-88.4% | $6,710-92.7% |
| Admin fee / account holder | $4,489 | $6,613-32.1% | $5,678-20.9% | $11,403-60.6% |