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 | $33,963 | $118,680-71.4% | $98,907-65.7% | $158,922-78.6% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 13.85% | 372.35%-358.5pp | 196.43%-182.6pp | 302.83%-289.0pp |
| Employer contribution / active EE | $741 | $3,333-77.8% | $2,689-72.4% | $4,761-84.4% |
| Participant deferral / active EE | $1,155 | $5,088-77.3% | $4,244-72.8% | $5,982-80.7% |
| Admin fee / account holder | $2,133 | $10,131-78.9% | $6,642-67.9% | $11,246-81.0% |