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 | $18,127 | $49,915-63.7% | $154,803-88.3% | $74,304-75.6% |
| Participation rate | 19.8% | 54.0%-34.1pp | 78.1%-58.3pp | 60.3%-40.5pp |
| Annual return | 15.40% | 34.06%-18.7pp | 58.88%-43.5pp | 29.43%-14.0pp |
| Employer contribution / active EE | $409 | $1,611-74.6% | $4,305-90.5% | $2,241-81.7% |
| Participant deferral / active EE | $381 | $2,255-83.1% | $5,540-93.1% | $3,767-89.9% |
| Admin fee / account holder | $2,172 | $2,189-0.8% | $14,329-84.8% | $2,969-26.8% |