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 | $19,274 | $54,762-64.8% | $90,281-78.7% | $72,985-73.6% |
| Participation rate | 63.3% | 65.1%-1.8pp | 73.3%-9.9pp | 69.5%-6.2pp |
| Annual return | 16.42% | 30.63%-14.2pp | 78.10%-61.7pp | 81.00%-64.6pp |
| Employer contribution / active EE | $930 | $2,092-55.5% | $2,854-67.4% | $2,440-61.9% |
| Participant deferral / active EE | $68 | $2,887-97.6% | $3,885-98.3% | $3,607-98.1% |
| Admin fee / account holder | $22,018 | $3,972+454.3% | $5,351+311.5% | $5,124+329.7% |