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 | $36,228 | $87,013-58.4% | $106,213-65.9% | $80,856-55.2% |
| Participation rate | 33.3% | 70.4%-37.1pp | 75.3%-41.9pp | 67.6%-34.3pp |
| Annual return | 19.73% | 17.05%+2.7pp | 116.14%-96.4pp | 35.59%-15.9pp |
| Employer contribution / active EE | $681 | $2,395-71.6% | $3,171-78.5% | $2,755-75.3% |
| Participant deferral / active EE | $1,072 | $3,986-73.1% | $5,016-78.6% | $4,296-75.0% |
| Admin fee / account holder | $640 | $8,431-92.4% | $11,033-94.2% | $6,918-90.8% |