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 | $42,065 | $95,803-56.1% | $113,168-62.8% | $84,808-50.4% |
| Participation rate | 44.0% | 72.9%-28.9pp | 76.6%-32.6pp | 68.3%-24.3pp |
| Annual return | 15.66% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $741 | $2,360-68.6% | $2,975-75.1% | $2,631-71.8% |
| Participant deferral / active EE | $481 | $4,242-88.7% | $5,107-90.6% | $4,212-88.6% |
| Admin fee / account holder | $1,232 | $8,989-86.3% | $12,068-89.8% | $7,344-83.2% |