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 | $22,819 | $56,897-59.9% | $84,750-73.1% | $62,891-63.7% |
| Participation rate | 14.8% | 68.5%-53.8pp | 76.6%-61.8pp | 69.3%-54.6pp |
| Annual return | 10.57% | 6.30%+4.3pp | 22.78%-12.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $2,861 | $2,400+19.2% | $3,574-19.9% | $2,281+25.5% |
| Participant deferral / active EE | $822 | $2,709-69.7% | $3,712-77.9% | $3,203-74.3% |
| Admin fee / account holder | $621 | $3,581-82.7% | $5,332-88.4% | $4,296-85.5% |