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 | $26,342 | $113,339-76.8% | $94,993-72.3% | $147,584-82.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 20.10% | 20.77%-0.7pp | 27.12%-7.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $234 | $3,160-92.6% | $2,603-91.0% | $4,876-95.2% |
| Participant deferral / active EE | $302 | $3,777-92.0% | $3,317-90.9% | $5,439-94.4% |
| Admin fee / account holder | $1,726 | $6,063-71.5% | $4,960-65.2% | $10,885-84.1% |