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 | $16,363 | $49,791-67.1% | $78,210-79.1% | $70,131-76.7% |
| Participation rate | 24.7% | 62.3%-37.6pp | 68.7%-44.0pp | 69.5%-44.8pp |
| Annual return | 18.58% | 20.75%-2.2pp | 40.90%-22.3pp | 73.14%-54.6pp |
| Employer contribution / active EE | $516 | $1,430-63.9% | $2,034-74.6% | $2,342-78.0% |
| Participant deferral / active EE | $640 | $2,150-70.2% | $2,823-77.3% | $3,332-80.8% |
| Admin fee / account holder | $1,472 | $3,181-53.7% | $3,758-60.8% | $4,645-68.3% |