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 | $21,429 | $84,233-74.6% | $170,442-87.4% | $70,131-69.4% |
| Participation rate | 63.5% | 70.8%-7.3pp | 83.6%-20.1pp | 69.5%-6.0pp |
| Annual return | 13.59% | 23.06%-9.5pp | 205.93%-192.3pp | 73.14%-59.5pp |
| Employer contribution / active EE | $1,200 | $3,387-64.6% | $5,433-77.9% | $2,342-48.8% |
| Participant deferral / active EE | $676 | $3,086-78.1% | $4,939-86.3% | $3,332-79.7% |
| Admin fee / account holder | $3,611 | $5,698-36.6% | $13,880-74.0% | $4,645-22.3% |