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 | $47,486 | $136,307-65.2% | $106,619-55.5% | $273,961-82.7% |
| Participation rate | 0.0% | 84.8%-84.8pp | 78.0%-78.0pp | 83.0%-83.0pp |
| Annual return | 1.60% | 11.05%-9.5pp | 9.42%-7.8pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,175 | $5,190-77.4% | $3,947-70.2% | $4,869-75.9% |
| Participant deferral / active EE | $661 | $4,969-86.7% | $3,930-83.2% | $5,287-87.5% |
| Admin fee / account holder | $7,064 | $8,625-18.1% | $6,418+10.1% | $10,132-30.3% |