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 | $37,779 | $54,045-30.1% | $115,157-67.2% | $65,185-42.0% |
| Participation rate | 12.0% | 63.5%-51.5pp | 75.9%-63.9pp | 70.2%-58.2pp |
| Annual return | 19.44% | 26.55%-7.1pp | 35.60%-16.2pp | 29.38%-9.9pp |
| Employer contribution / active EE | $512 | $1,653-69.0% | $3,179-83.9% | $2,177-76.5% |
| Participant deferral / active EE | $859 | $2,504-65.7% | $4,168-79.4% | $3,514-75.5% |
| Admin fee / account holder | $11,593 | $626+1753.3% | $7,088+63.6% | $847+1268.6% |