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 | $11,206 | $73,867-84.8% | $143,757-92.2% | $68,494-83.6% |
| Participation rate | 62.2% | 66.7%-4.4pp | 80.3%-18.1pp | 67.9%-5.7pp |
| Annual return | 47.39% | 1.01%+46.4pp | -0.04%+47.4pp | -7.84%+55.2pp |
| Employer contribution / active EE | $592 | $3,184-81.4% | $4,951-88.0% | $2,596-77.2% |
| Participant deferral / active EE | $618 | $3,384-81.7% | $5,637-89.0% | $4,027-84.7% |
| Admin fee / account holder | $638 | $5,755-88.9% | $14,673-95.7% | $5,403-88.2% |