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 | $27,317 | $81,947-66.7% | $105,387-74.1% | $72,985-62.6% |
| Participation rate | 34.6% | 76.5%-41.9pp | 82.6%-48.0pp | 69.5%-34.9pp |
| Annual return | 31.96% | 42.90%-10.9pp | 26.82%+5.1pp | 81.00%-49.0pp |
| Employer contribution / active EE | $0 | $3,468-100.0% | $4,213-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,276 | $4,494-71.6% | $5,502-76.8% | $3,607-64.6% |
| Admin fee / account holder | $5,518 | $6,258-11.8% | $6,559-15.9% | $5,124+7.7% |