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 | $23,472 | $90,503-74.1% | $78,689-70.2% | $273,961-91.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.36% | 75.60%-69.2pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,516 | $3,176-52.3% | $2,851-46.8% | $4,869-68.9% |
| Participant deferral / active EE | $288 | $3,901-92.6% | $3,517-91.8% | $5,287-94.6% |
| Admin fee / account holder | $307 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |