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 | $41,053 | $76,000-46.0% | $154,107-73.4% | $64,186-36.0% |
| Participation rate | 63.2% | 70.4%-7.3pp | 83.0%-19.9pp | 69.6%-6.4pp |
| Annual return | 3.94% | 30.32%-26.4pp | 735.12%-731.2pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,150 | $3,351-65.7% | $5,298-78.3% | $2,381-51.7% |
| Participant deferral / active EE | $828 | $3,175-73.9% | $5,081-83.7% | $3,470-76.1% |
| Admin fee / account holder | $1,180 | $5,596-78.9% | $13,411-91.2% | $4,888-75.9% |