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 | $33,231 | $49,915-33.4% | $154,803-78.5% | $74,304-55.3% |
| Participation rate | 12.3% | 54.0%-41.7pp | 78.1%-65.8pp | 60.3%-48.1pp |
| Annual return | 18.56% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $288 | $1,611-82.1% | $4,305-93.3% | $2,241-87.2% |
| Participant deferral / active EE | $407 | $2,255-81.9% | $5,540-92.6% | $3,767-89.2% |
| Admin fee / account holder | $1,170 | $2,189-46.5% | $14,329-91.8% | $2,969-60.6% |