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 | $23,047 | $74,927-69.2% | $101,794-77.4% | $84,808-72.8% |
| Participation rate | 29.5% | 61.4%-31.9pp | 69.2%-39.6pp | 68.3%-38.8pp |
| Annual return | 12.89% | 18.70%-5.8pp | 30.53%-17.6pp | 40.90%-28.0pp |
| Employer contribution / active EE | $592 | $1,522-61.1% | $2,289-74.1% | $2,631-77.5% |
| Participant deferral / active EE | $624 | $3,099-79.9% | $4,084-84.7% | $4,212-85.2% |
| Admin fee / account holder | $942 | $6,514-85.5% | $8,777-89.3% | $7,344-87.2% |