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 | $9,217 | $53,516-82.8% | $126,539-92.7% | $84,808-89.1% |
| Participation rate | 35.7% | 58.2%-22.5pp | 69.8%-34.1pp | 68.3%-32.6pp |
| Annual return | 18.83% | 58.34%-39.5pp | 425.95%-407.1pp | 40.90%-22.1pp |
| Employer contribution / active EE | $310 | $1,535-79.8% | $3,674-91.6% | $2,631-88.2% |
| Participant deferral / active EE | $488 | $2,671-81.7% | $4,083-88.0% | $4,212-88.4% |
| Admin fee / account holder | $2,989 | $4,497-33.5% | $6,065-50.7% | $7,344-59.3% |