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 | $29,529 | $76,407-61.4% | $150,298-80.4% | $82,448-64.2% |
| Participation rate | 34.0% | 66.4%-32.4pp | 77.8%-43.8pp | 68.1%-34.1pp |
| Annual return | 19.97% | 39.99%-20.0pp | 62.79%-42.8pp | 41.64%-21.7pp |
| Employer contribution / active EE | $469 | $2,614-82.1% | $4,154-88.7% | $2,551-81.6% |
| Participant deferral / active EE | $553 | $3,214-82.8% | $5,453-89.9% | $4,139-86.7% |
| Admin fee / account holder | $1,051 | $6,352-83.5% | $14,116-92.6% | $7,234-85.5% |