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 | $43,223 | $99,985-56.8% | $146,665-70.5% | $85,850-49.7% |
| Participation rate | 65.5% | 73.1%-7.5pp | 80.1%-14.6pp | 69.3%-3.8pp |
| Annual return | 14.77% | 18.93%-4.2pp | 22.74%-8.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $854 | $2,559-66.6% | $4,136-79.4% | $2,565-66.7% |
| Participant deferral / active EE | $1,394 | $4,006-65.2% | $5,506-74.7% | $3,952-64.7% |
| Admin fee / account holder | $6,190 | $7,702-19.6% | $10,280-39.8% | $6,260-1.1% |