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 | $30,256 | $62,672-51.7% | $185,117-83.7% | $70,131-56.9% |
| Participation rate | 46.9% | 63.8%-16.8pp | 77.3%-30.3pp | 69.5%-22.6pp |
| Annual return | 13.99% | 40.79%-26.8pp | 40.50%-26.5pp | 73.14%-59.2pp |
| Employer contribution / active EE | $787 | $1,753-55.1% | $4,182-81.2% | $2,342-66.4% |
| Participant deferral / active EE | $804 | $3,272-75.4% | $5,045-84.1% | $3,332-75.9% |
| Admin fee / account holder | $1,860 | $3,932-52.7% | $8,159-77.2% | $4,645-60.0% |