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 | $44,612 | $76,552-41.7% | $123,892-64.0% | $62,891-29.1% |
| Participation rate | 64.4% | 73.0%-8.5pp | 81.4%-17.0pp | 69.3%-4.9pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,454 | $2,883+19.8% | $4,617-25.2% | $2,281+51.4% |
| Participant deferral / active EE | $1,719 | $4,840-64.5% | $5,984-71.3% | $3,203-46.3% |
| Admin fee / account holder | $3,446 | $4,826-28.6% | $8,357-58.8% | $4,296-19.8% |