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 | $25,513 | $104,251-75.5% | $91,001-72.0% | $147,584-82.7% |
| Participation rate | 58.8% | 78.2%-19.4pp | 75.6%-16.8pp | 82.8%-24.0pp |
| Annual return | 9.98% | 27.06%-17.1pp | 4.60%+5.4pp | 578.55%-568.6pp |
| Employer contribution / active EE | $710 | $3,116-77.2% | $2,456-71.1% | $4,876-85.4% |
| Participant deferral / active EE | $925 | $4,195-77.9% | $3,547-73.9% | $5,439-83.0% |
| Admin fee / account holder | $2,582 | $8,948-71.1% | $5,417-52.3% | $10,885-76.3% |