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 | $39,672 | $78,422-49.4% | $95,952-58.7% | $79,858-50.3% |
| Participation rate | 43.4% | 73.5%-30.1pp | 77.1%-33.7pp | 69.6%-26.2pp |
| Annual return | 10.55% | 19.37%-8.8pp | 91.61%-81.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $638 | $1,945-67.2% | $2,541-74.9% | $2,471-74.2% |
| Participant deferral / active EE | $1,362 | $3,440-60.4% | $4,167-67.3% | $3,740-63.6% |
| Admin fee / account holder | $7,686 | $5,622+36.7% | $6,795+13.1% | $5,306+44.8% |