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 | $20,347 | $175,202-88.4% | $149,673-86.4% | $139,434-85.4% |
| Participation rate | 65.2% | 83.4%-18.2pp | 78.8%-13.5pp | 80.3%-15.1pp |
| Annual return | 14.60% | 166.71%-152.1pp | 134.42%-119.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,187 | $5,474-78.3% | $4,818-75.4% | $4,751-75.0% |
| Participant deferral / active EE | $1,087 | $6,519-83.3% | $5,680-80.9% | $6,710-83.8% |
| Admin fee / account holder | $5,115 | $16,150-68.3% | $13,210-61.3% | $11,403-55.1% |