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 | $51,300 | $67,411-23.9% | $91,001-43.6% | $70,131-26.9% |
| Participation rate | 25.7% | 71.4%-45.7pp | 75.6%-49.9pp | 69.5%-43.9pp |
| Annual return | 16.13% | -40.16%+56.3pp | 4.60%+11.5pp | 73.14%-57.0pp |
| Employer contribution / active EE | $596 | $1,786-66.6% | $2,456-75.7% | $2,342-74.5% |
| Participant deferral / active EE | $1,080 | $2,823-61.7% | $3,547-69.6% | $3,332-67.6% |
| Admin fee / account holder | $717 | $4,236-83.1% | $5,417-86.8% | $4,645-84.6% |