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 | $28,442 | $63,355-55.1% | $91,989-69.1% | $72,985-61.0% |
| Participation rate | 67.2% | 72.5%-5.3pp | 78.6%-11.4pp | 69.5%-2.3pp |
| Annual return | 20.09% | 35.35%-15.3pp | 69.02%-48.9pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,342 | $4,883-72.5% | $5,923-77.3% | $3,607-62.8% |
| Admin fee / account holder | $1,169 | $4,668-75.0% | $7,743-84.9% | $5,124-77.2% |