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 | $33,108 | $80,968-59.1% | $96,544-65.7% | $75,163-56.0% |
| Participation rate | 38.4% | 71.8%-33.4pp | 76.0%-37.6pp | 67.2%-28.8pp |
| Annual return | 16.01% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,126 | $2,282-50.7% | $2,965-62.0% | $2,670-57.8% |
| Participant deferral / active EE | $1,481 | $3,928-62.3% | $4,851-69.5% | $4,125-64.1% |
| Admin fee / account holder | $2,230 | $6,724-66.8% | $8,252-73.0% | $5,651-60.5% |