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 | $17,251 | $48,076-64.1% | $78,689-78.1% | $62,891-72.6% |
| Participation rate | 23.4% | 65.2%-41.8pp | 73.6%-50.2pp | 69.3%-45.9pp |
| Annual return | 6.03% | 31.35%-25.3pp | 62.18%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $292 | $2,015-85.5% | $2,851-89.8% | $2,281-87.2% |
| Participant deferral / active EE | $575 | $2,588-77.8% | $3,517-83.6% | $3,203-82.0% |
| Admin fee / account holder | $2,433 | $3,207-24.1% | $4,510-46.1% | $4,296-43.4% |