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 | $24,229 | $55,706-56.5% | $75,886-68.1% | $72,985-66.8% |
| Participation rate | 24.1% | 61.1%-37.1pp | 69.3%-45.2pp | 69.5%-45.4pp |
| Annual return | 20.32% | 27.59%-7.3pp | 30.76%-10.4pp | 81.00%-60.7pp |
| Employer contribution / active EE | $522 | $1,687-69.1% | $2,500-79.1% | $2,440-78.6% |
| Participant deferral / active EE | $677 | $2,634-74.3% | $3,603-81.2% | $3,607-81.2% |
| Admin fee / account holder | $2,037 | $3,978-48.8% | $5,418-62.4% | $5,124-60.3% |