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 | $47,991 | $68,346-29.8% | $94,646-49.3% | $75,163-36.2% |
| Participation rate | 45.9% | 76.1%-30.2pp | 80.8%-34.9pp | 67.2%-21.3pp |
| Annual return | 15.70% | 616.93%-601.2pp | 156.71%-141.0pp | 160.62%-144.9pp |
| Employer contribution / active EE | $739 | $2,701-72.6% | $3,672-79.9% | $2,670-72.3% |
| Participant deferral / active EE | $1,108 | $6,537-83.1% | $7,418-85.1% | $4,125-73.2% |
| Admin fee / account holder | $397 | $5,326-92.6% | $7,231-94.5% | $5,651-93.0% |