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 | $24,475 | $77,634-68.5% | $156,549-84.4% | $62,891-61.1% |
| Participation rate | 67.4% | 71.2%-3.8pp | 84.0%-16.6pp | 69.3%-1.9pp |
| Annual return | 4.78% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $1,526 | $3,444-55.7% | $5,501-72.3% | $2,281-33.1% |
| Participant deferral / active EE | $0 | $3,045-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,427 | $5,561-56.4% | $13,027-81.4% | $4,296-43.5% |