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 | $33,807 | $78,422-56.9% | $95,952-64.8% | $79,858-57.7% |
| Participation rate | 53.3% | 73.5%-20.2pp | 77.1%-23.7pp | 69.6%-16.3pp |
| Annual return | 13.10% | 19.37%-6.3pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $780 | $1,945-59.9% | $2,541-69.3% | $2,471-68.4% |
| Participant deferral / active EE | $1,535 | $3,440-55.4% | $4,167-63.2% | $3,740-58.9% |
| Admin fee / account holder | $1,102 | $5,622-80.4% | $6,795-83.8% | $5,306-79.2% |