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 | $33,180 | $76,552-56.7% | $123,892-73.2% | $62,891-47.2% |
| Participation rate | 22.2% | 73.0%-50.8pp | 81.4%-59.2pp | 69.3%-47.1pp |
| Annual return | 6.58% | 18.68%-12.1pp | 47.52%-40.9pp | 20.14%-13.6pp |
| Employer contribution / active EE | $990 | $2,883-65.6% | $4,617-78.6% | $2,281-56.6% |
| Participant deferral / active EE | $961 | $4,840-80.1% | $5,984-83.9% | $3,203-70.0% |
| Admin fee / account holder | $6,765 | $4,826+40.2% | $8,357-19.1% | $4,296+57.5% |