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 | $7,871 | $53,516-85.3% | $126,539-93.8% | $84,808-90.7% |
| Participation rate | 36.7% | 58.2%-21.6pp | 69.8%-33.2pp | 68.3%-31.6pp |
| Annual return | 13.80% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $397 | $1,535-74.1% | $3,674-89.2% | $2,631-84.9% |
| Participant deferral / active EE | $579 | $2,671-78.3% | $4,083-85.8% | $4,212-86.2% |
| Admin fee / account holder | $1,044 | $4,497-76.8% | $6,065-82.8% | $7,344-85.8% |