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 | $30,953 | $56,054-44.8% | $171,082-81.9% | $62,891-50.8% |
| Participation rate | 26.7% | 62.9%-36.2pp | 76.7%-50.0pp | 69.3%-42.6pp |
| Annual return | 8.28% | 22.52%-14.2pp | 32.56%-24.3pp | 20.14%-11.9pp |
| Employer contribution / active EE | $678 | $1,731-60.8% | $4,002-83.0% | $2,281-70.3% |
| Participant deferral / active EE | $974 | $3,158-69.2% | $4,797-79.7% | $3,203-69.6% |
| Admin fee / account holder | $663 | $3,647-81.8% | $8,520-92.2% | $4,296-84.6% |