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 | $28,325 | $85,202-66.8% | $172,739-83.6% | $72,985-61.2% |
| Participation rate | 41.0% | 70.1%-29.0pp | 82.6%-41.6pp | 69.5%-28.5pp |
| Annual return | 22.75% | 27.32%-4.6pp | 802.84%-780.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $422 | $3,324-87.3% | $5,143-91.8% | $2,440-82.7% |
| Participant deferral / active EE | $745 | $3,260-77.2% | $5,198-85.7% | $3,607-79.4% |
| Admin fee / account holder | $3,490 | $5,884-40.7% | $13,954-75.0% | $5,124-31.9% |