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 | $43,613 | $77,503-43.7% | $100,391-56.6% | $80,856-46.1% |
| Participation rate | 62.9% | 76.9%-14.1pp | 81.5%-18.6pp | 67.6%-4.8pp |
| Annual return | 26.39% | 37.20%-10.8pp | 49.20%-22.8pp | 35.59%-9.2pp |
| Employer contribution / active EE | $531 | $2,801-81.1% | $3,942-86.5% | $2,755-80.7% |
| Participant deferral / active EE | $2,179 | $6,820-68.0% | $8,082-73.0% | $4,296-49.3% |
| Admin fee / account holder | $7,986 | $5,897+35.4% | $7,899+1.1% | $6,918+15.4% |