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 | $37,183 | $48,076-22.7% | $78,689-52.7% | $62,891-40.9% |
| Participation rate | 15.0% | 65.2%-50.2pp | 73.6%-58.6pp | 69.3%-54.3pp |
| Annual return | 6.77% | 31.35%-24.6pp | 62.18%-55.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $434 | $2,015-78.5% | $2,851-84.8% | $2,281-81.0% |
| Participant deferral / active EE | $291 | $2,588-88.7% | $3,517-91.7% | $3,203-90.9% |
| Admin fee / account holder | $6,103 | $3,207+90.3% | $4,510+35.3% | $4,296+42.1% |