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 | $18,075 | $99,341-81.8% | $84,750-78.7% | $273,961-93.4% |
| Participation rate | 30.8% | 80.7%-49.9pp | 76.6%-45.8pp | 83.0%-52.2pp |
| Annual return | 10.43% | 22.93%-12.5pp | 22.78%-12.4pp | 41.45%-31.0pp |
| Employer contribution / active EE | $710 | $4,214-83.1% | $3,574-80.1% | $4,869-85.4% |
| Participant deferral / active EE | $785 | $4,269-81.6% | $3,712-78.8% | $5,287-85.1% |
| Admin fee / account holder | $361 | $6,644-94.6% | $5,332-93.2% | $10,132-96.4% |