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 | $39,991 | $79,944-50.0% | $98,439-59.4% | $75,163-46.8% |
| Participation rate | 27.1% | 70.4%-43.2pp | 75.2%-48.0pp | 67.2%-40.0pp |
| Annual return | 16.22% | 19.75%-3.5pp | 21.16%-4.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $720 | $2,264-68.2% | $3,048-76.4% | $2,670-73.0% |
| Participant deferral / active EE | $1,122 | $3,752-70.1% | $4,738-76.3% | $4,125-72.8% |
| Admin fee / account holder | $8,196 | $6,840+19.8% | $8,948-8.4% | $5,651+45.0% |