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 | $17,300 | $85,202-79.7% | $172,739-90.0% | $72,985-76.3% |
| Participation rate | 60.0% | 70.1%-10.1pp | 82.6%-22.6pp | 69.5%-9.5pp |
| Annual return | 18.07% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $874 | $3,324-73.7% | $5,143-83.0% | $2,440-64.2% |
| Participant deferral / active EE | $578 | $3,260-82.3% | $5,198-88.9% | $3,607-84.0% |
| Admin fee / account holder | $2,701 | $5,884-54.1% | $13,954-80.6% | $5,124-47.3% |