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 | $26,744 | $84,233-68.2% | $170,442-84.3% | $70,131-61.9% |
| Participation rate | 23.9% | 70.8%-46.9pp | 83.6%-59.7pp | 69.5%-45.6pp |
| Annual return | 12.30% | 23.06%-10.8pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $438 | $3,387-87.1% | $5,433-91.9% | $2,342-81.3% |
| Participant deferral / active EE | $481 | $3,086-84.4% | $4,939-90.3% | $3,332-85.6% |
| Admin fee / account holder | $1,965 | $5,698-65.5% | $13,880-85.8% | $4,645-57.7% |