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 | $26,153 | $54,541-52.0% | $78,778-66.8% | $70,131-62.7% |
| Participation rate | 38.7% | 60.8%-22.1pp | 69.2%-30.5pp | 69.5%-30.8pp |
| Annual return | 22.35% | 21.07%+1.3pp | 35.62%-13.3pp | 73.14%-50.8pp |
| Employer contribution / active EE | $310 | $1,089-71.5% | $1,986-84.4% | $2,342-86.8% |
| Participant deferral / active EE | $789 | $2,210-64.3% | $2,958-73.3% | $3,332-76.3% |
| Admin fee / account holder | $2,007 | $3,709-45.9% | $5,134-60.9% | $4,645-56.8% |