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 | $31,480 | $81,248-61.3% | $155,509-79.8% | $80,856-61.1% |
| Participation rate | 67.5% | 66.2%+1.3pp | 78.2%-10.7pp | 67.6%-0.1pp |
| Annual return | 14.08% | 33.31%-19.2pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,582 | $3,100-49.0% | $4,672-66.1% | $2,755-42.6% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,575 | $7,997-80.3% | $15,912-90.1% | $6,918-77.2% |