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 | $43,338 | $46,869-7.5% | $122,332-64.6% | $70,131-38.2% |
| Participation rate | 34.3% | 58.2%-23.9pp | 71.6%-37.3pp | 69.5%-35.3pp |
| Annual return | 13.93% | 24.22%-10.3pp | 30.27%-16.3pp | 73.14%-59.2pp |
| Employer contribution / active EE | $1,690 | $1,288+31.2% | $4,050-58.3% | $2,342-27.9% |
| Participant deferral / active EE | $524 | $2,166-75.8% | $3,287-84.0% | $3,332-84.3% |
| Admin fee / account holder | $389 | $3,322-88.3% | $5,478-92.9% | $4,645-91.6% |