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 | $40,980 | $95,803-57.2% | $113,168-63.8% | $84,808-51.7% |
| Participation rate | 42.9% | 72.9%-30.0pp | 76.6%-33.7pp | 68.3%-25.5pp |
| Annual return | 20.20% | 25.00%-4.8pp | 24.27%-4.1pp | 40.90%-20.7pp |
| Employer contribution / active EE | $732 | $2,360-69.0% | $2,975-75.4% | $2,631-72.2% |
| Participant deferral / active EE | $1,295 | $4,242-69.5% | $5,107-74.6% | $4,212-69.3% |
| Admin fee / account holder | $6,661 | $8,989-25.9% | $12,068-44.8% | $7,344-9.3% |