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 | $40,141 | $216,711-81.5% | $136,749-70.6% | $85,563-53.1% |
| Participation rate | 26.2% | 51.7%-25.5pp | 72.1%-45.9pp | 66.0%-39.7pp |
| Annual return | 18.44% | 15.26%+3.2pp | 24.33%-5.9pp | 31.51%-13.1pp |
| Employer contribution / active EE | $1,907 | $1,660+14.9% | $3,400-43.9% | $2,654-28.1% |
| Participant deferral / active EE | $774 | $2,635-70.6% | $4,692-83.5% | $4,375-82.3% |
| Admin fee / account holder | $4,191 | $1,223+242.7% | $11,386-63.2% | $834+402.4% |