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 | $23,885 | $81,248-70.6% | $155,509-84.6% | $80,856-70.5% |
| Participation rate | 23.9% | 66.2%-42.3pp | 78.2%-54.3pp | 67.6%-43.7pp |
| Annual return | 13.90% | 33.31%-19.4pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $594 | $3,100-80.8% | $4,672-87.3% | $2,755-78.4% |
| Participant deferral / active EE | $673 | $3,452-80.5% | $5,626-88.0% | $4,296-84.3% |
| Admin fee / account holder | $312 | $7,997-96.1% | $15,912-98.0% | $6,918-95.5% |