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 | $32,500 | $82,882-60.8% | $127,761-74.6% | $72,985-55.5% |
| Participation rate | 25.8% | 71.5%-45.7pp | 79.0%-53.2pp | 69.5%-43.7pp |
| Annual return | 31.04% | 32.20%-1.2pp | 26.14%+4.9pp | 81.00%-50.0pp |
| Employer contribution / active EE | $0 | $3,346-100.0% | $4,574-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $341 | $4,791-92.9% | $6,021-94.3% | $3,607-90.6% |
| Admin fee / account holder | $2,273 | $6,487-65.0% | $9,395-75.8% | $5,124-55.6% |