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 | $28,075 | $68,547-59.0% | $120,354-76.7% | $80,856-65.3% |
| Participation rate | 26.4% | 61.6%-35.2pp | 71.9%-45.5pp | 67.6%-41.2pp |
| Annual return | 10.46% | 23.60%-13.1pp | 107.15%-96.7pp | 35.59%-25.1pp |
| Employer contribution / active EE | $824 | $2,051-59.8% | $3,463-76.2% | $2,755-70.1% |
| Participant deferral / active EE | $1,110 | $3,173-65.0% | $4,991-77.8% | $4,296-74.2% |
| Admin fee / account holder | $14,551 | $5,732+153.9% | $9,423+54.4% | $6,918+110.3% |