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 | $25,883 | $76,552-66.2% | $123,892-79.1% | $62,891-58.8% |
| Participation rate | 65.1% | 73.0%-7.9pp | 81.4%-16.3pp | 69.3%-4.2pp |
| Annual return | 8.96% | 18.68%-9.7pp | 47.52%-38.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,559 | $2,883-45.9% | $4,617-66.2% | $2,281-31.6% |
| Participant deferral / active EE | $1,653 | $4,840-65.9% | $5,984-72.4% | $3,203-48.4% |
| Admin fee / account holder | $1,292 | $4,826-73.2% | $8,357-84.5% | $4,296-69.9% |