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 | $25,871 | $54,541-52.6% | $78,778-67.2% | $70,131-63.1% |
| Participation rate | 25.5% | 60.8%-35.3pp | 69.2%-43.7pp | 69.5%-44.0pp |
| Annual return | 18.65% | 21.07%-2.4pp | 35.62%-17.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $362 | $1,089-66.7% | $1,986-81.8% | $2,342-84.5% |
| Participant deferral / active EE | $866 | $2,210-60.8% | $2,958-70.7% | $3,332-74.0% |
| Admin fee / account holder | $531 | $3,709-85.7% | $5,134-89.7% | $4,645-88.6% |