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 | $34,599 | $55,706-37.9% | $75,886-54.4% | $72,985-52.6% |
| Participation rate | 27.3% | 61.1%-33.9pp | 69.3%-42.0pp | 69.5%-42.2pp |
| Annual return | 27.02% | 27.59%-0.6pp | 30.76%-3.7pp | 81.00%-54.0pp |
| Employer contribution / active EE | $409 | $1,687-75.8% | $2,500-83.7% | $2,440-83.3% |
| Participant deferral / active EE | $937 | $2,634-64.4% | $3,603-74.0% | $3,607-74.0% |
| Admin fee / account holder | $2,694 | $3,978-32.3% | $5,418-50.3% | $5,124-47.4% |