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 | $20,166 | $51,708-61.0% | $106,619-81.1% | $62,891-67.9% |
| Participation rate | 65.6% | 66.9%-1.2pp | 78.0%-12.4pp | 69.3%-3.7pp |
| Annual return | 5.26% | 4.69%+0.6pp | 9.42%-4.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $449 | $1,764-74.6% | $3,947-88.6% | $2,281-80.3% |
| Participant deferral / active EE | $534 | $2,315-76.9% | $3,930-86.4% | $3,203-83.3% |
| Admin fee / account holder | $384 | $3,349-88.5% | $6,418-94.0% | $4,296-91.1% |