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 | $21,913 | $56,277-61.1% | $80,975-72.9% | $62,891-65.2% |
| Participation rate | 32.1% | 69.0%-36.9pp | 75.8%-43.8pp | 69.3%-37.3pp |
| Annual return | 7.57% | 22.12%-14.6pp | 17.10%-9.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $306 | $1,943-84.3% | $3,714-91.8% | $2,281-86.6% |
| Participant deferral / active EE | $812 | $4,195-80.7% | $5,696-85.8% | $3,203-74.7% |
| Admin fee / account holder | $3,419 | $3,741-8.6% | $5,516-38.0% | $4,296-20.4% |