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 | $39,243 | $66,813-41.3% | $100,516-61.0% | $73,488-46.6% |
| Participation rate | 45.4% | 77.5%-32.1pp | 79.4%-34.0pp | 70.7%-25.3pp |
| Annual return | 19.33% | 25.70%-6.4pp | 30.89%-11.6pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,236 | $2,147-42.4% | $3,418-63.8% | $2,270-45.5% |
| Participant deferral / active EE | $2,317 | $5,883-60.6% | $6,270-63.0% | $3,740-38.0% |
| Admin fee / account holder | $596 | $512+16.3% | $8,081-92.6% | $513+16.1% |