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 | $39,499 | $81,208-51.4% | $98,907-60.1% | $79,858-50.5% |
| Participation rate | 67.4% | 72.5%-5.1pp | 76.0%-8.6pp | 69.6%-2.2pp |
| Annual return | 17.46% | 60.99%-43.5pp | 196.43%-179.0pp | 31.71%-14.3pp |
| Employer contribution / active EE | $488 | $1,960-75.1% | $2,689-81.8% | $2,471-80.2% |
| Participant deferral / active EE | $1,367 | $3,265-58.1% | $4,244-67.8% | $3,740-63.4% |
| Admin fee / account holder | $969 | $6,013-83.9% | $6,642-85.4% | $5,306-81.7% |