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 | $29,356 | $136,307-78.5% | $106,619-72.5% | $273,961-89.3% |
| Participation rate | 54.5% | 84.8%-30.2pp | 78.0%-23.5pp | 83.0%-28.5pp |
| Annual return | 4.04% | 11.05%-7.0pp | 9.42%-5.4pp | 41.45%-37.4pp |
| Employer contribution / active EE | $2,519 | $5,190-51.5% | $3,947-36.2% | $4,869-48.3% |
| Participant deferral / active EE | $1,042 | $4,969-79.0% | $3,930-73.5% | $5,287-80.3% |
| Admin fee / account holder | $5,916 | $8,625-31.4% | $6,418-7.8% | $10,132-41.6% |