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 | $25,708 | $103,376-75.1% | $87,100-70.5% | $152,861-83.2% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 14.91% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,186 | $3,220-63.2% | $2,521-53.0% | $4,762-75.1% |
| Participant deferral / active EE | $1,449 | $4,778-69.7% | $4,049-64.2% | $5,850-75.2% |
| Admin fee / account holder | $9,924 | $12,205-18.7% | $7,497+32.4% | $11,596-14.4% |