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 | $38,027 | $49,227-22.8% | $70,449-46.0% | $79,858-52.4% |
| Participation rate | 60.5% | 69.2%-8.6pp | 75.1%-14.5pp | 69.6%-9.1pp |
| Annual return | 17.71% | 30.06%-12.4pp | 109.03%-91.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $437 | $2,099-79.2% | $2,737-84.0% | $2,471-82.3% |
| Participant deferral / active EE | $271 | $2,768-90.2% | $3,709-92.7% | $3,740-92.8% |
| Admin fee / account holder | $1,053 | $2,878-63.4% | $3,845-72.6% | $5,306-80.2% |