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 | $31,879 | $67,606-52.8% | $82,313-61.3% | $70,131-54.5% |
| Participation rate | 36.8% | 72.8%-35.9pp | 76.9%-40.1pp | 69.5%-32.7pp |
| Annual return | 18.53% | 21.57%-3.0pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $538 | $1,755-69.4% | $2,428-77.9% | $2,342-77.0% |
| Participant deferral / active EE | $1,253 | $2,987-58.1% | $3,706-66.2% | $3,332-62.4% |
| Admin fee / account holder | $1,037 | $4,512-77.0% | $5,608-81.5% | $4,645-77.7% |