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 | $43,615 | $92,055-52.6% | $106,213-58.9% | $77,643-43.8% |
| Participation rate | 27.9% | 81.0%-53.1pp | 75.3%-47.4pp | 70.6%-42.6pp |
| Annual return | 25.52% | 17.91%+7.6pp | 116.14%-90.6pp | 31.24%-5.7pp |
| Employer contribution / active EE | $994 | $3,367-70.5% | $3,171-68.7% | $2,726-63.5% |
| Participant deferral / active EE | $2,241 | $5,386-58.4% | $5,016-55.3% | $4,647-51.8% |
| Admin fee / account holder | $6,434 | $219+2837.3% | $11,033-41.7% | $430+1394.9% |