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 | $16,083 | $48,076-66.5% | $78,689-79.6% | $62,891-74.4% |
| Participation rate | 32.6% | 65.2%-32.7pp | 73.6%-41.0pp | 69.3%-36.7pp |
| Annual return | 13.62% | 31.35%-17.7pp | 62.18%-48.6pp | 20.14%-6.5pp |
| Employer contribution / active EE | $353 | $2,015-82.5% | $2,851-87.6% | $2,281-84.5% |
| Participant deferral / active EE | $716 | $2,588-72.3% | $3,517-79.6% | $3,203-77.6% |
| Admin fee / account holder | $1,343 | $3,207-58.1% | $4,510-70.2% | $4,296-68.7% |