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 | $27,951 | $149,679-81.3% | $117,039-76.1% | $147,584-81.1% |
| Participation rate | 63.6% | 83.5%-19.9pp | 77.2%-13.5pp | 82.8%-19.2pp |
| Annual return | 15.57% | 19.31%-3.7pp | 18.95%-3.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $1,851 | $4,937-62.5% | $3,785-51.1% | $4,876-62.1% |
| Participant deferral / active EE | $615 | $4,912-87.5% | $3,929-84.3% | $5,439-88.7% |
| Admin fee / account holder | $3,413 | $7,856-56.6% | $5,974-42.9% | $10,885-68.6% |