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 | $16,167 | $81,248-80.1% | $155,509-89.6% | $80,856-80.0% |
| Participation rate | 31.7% | 66.2%-34.5pp | 78.2%-46.5pp | 67.6%-35.9pp |
| Annual return | 13.54% | 33.31%-19.8pp | 64.67%-51.1pp | 35.59%-22.1pp |
| Employer contribution / active EE | $450 | $3,100-85.5% | $4,672-90.4% | $2,755-83.6% |
| Participant deferral / active EE | $378 | $3,452-89.1% | $5,626-93.3% | $4,296-91.2% |
| Admin fee / account holder | $648 | $7,997-91.9% | $15,912-95.9% | $6,918-90.6% |