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 | $39,379 | $53,901-26.9% | $134,143-70.6% | $73,488-46.4% |
| Participation rate | 30.1% | 62.8%-32.8pp | 72.2%-42.1pp | 70.7%-40.6pp |
| Annual return | 18.74% | 15.82%+2.9pp | 36.33%-17.6pp | 28.51%-9.8pp |
| Employer contribution / active EE | $377 | $1,458-74.1% | $3,704-89.8% | $2,270-83.4% |
| Participant deferral / active EE | $358 | $2,739-86.9% | $3,499-89.8% | $3,740-90.4% |
| Admin fee / account holder | $355 | $581-38.9% | $6,684-94.7% | $513-30.8% |