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 | $31,977 | $76,367-58.1% | $93,606-65.8% | $72,985-56.2% |
| Participation rate | 68.6% | 71.7%-3.1pp | 75.8%-7.2pp | 69.5%-0.9pp |
| Annual return | 25.59% | 25.82%-0.2pp | 32.76%-7.2pp | 81.00%-55.4pp |
| Employer contribution / active EE | $470 | $2,275-79.3% | $2,718-82.7% | $2,440-80.7% |
| Participant deferral / active EE | $1,182 | $3,538-66.6% | $4,069-70.9% | $3,607-67.2% |
| Admin fee / account holder | $7,805 | $6,838+14.1% | $7,888-1.1% | $5,124+52.3% |