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 | $19,117 | $48,230-60.4% | $67,502-71.7% | $80,856-76.4% |
| Participation rate | 31.8% | 66.4%-34.6pp | 72.9%-41.1pp | 67.6%-35.8pp |
| Annual return | 14.51% | 18.28%-3.8pp | 3512.12%-3497.6pp | 35.59%-21.1pp |
| Employer contribution / active EE | $753 | $2,020-62.7% | $2,731-72.4% | $2,755-72.7% |
| Participant deferral / active EE | $395 | $2,924-86.5% | $4,000-90.1% | $4,296-90.8% |
| Admin fee / account holder | $1,049 | $3,681-71.5% | $3,998-73.8% | $6,918-84.8% |