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 | $17,417 | $48,076-63.8% | $78,689-77.9% | $62,891-72.3% |
| Participation rate | 11.1% | 65.2%-54.1pp | 73.6%-62.5pp | 69.3%-58.2pp |
| Annual return | 8.54% | 31.35%-22.8pp | 62.18%-53.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $633 | $2,015-68.6% | $2,851-77.8% | $2,281-72.2% |
| Participant deferral / active EE | $17 | $2,588-99.4% | $3,517-99.5% | $3,203-99.5% |
| Admin fee / account holder | $3,296 | $3,207+2.8% | $4,510-26.9% | $4,296-23.3% |