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 | $20,592 | $72,012-71.4% | $185,823-88.9% | $79,858-74.2% |
| Participation rate | 45.9% | 65.8%-19.9pp | 78.0%-32.1pp | 69.6%-23.7pp |
| Annual return | 11.99% | 23.12%-11.1pp | 35.95%-24.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $424 | $1,965-78.4% | $4,087-89.6% | $2,471-82.9% |
| Participant deferral / active EE | $740 | $3,779-80.4% | $5,632-86.9% | $3,740-80.2% |
| Admin fee / account holder | $1,961 | $4,513-56.5% | $9,500-79.4% | $5,306-63.0% |