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 | $14,307 | $45,073-68.3% | $69,455-79.4% | $72,985-80.4% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 29.66% | 22.65%+7.0pp | 28.97%+0.7pp | 81.00%-51.3pp |
| Employer contribution / active EE | $524 | $2,054-74.5% | $2,779-81.1% | $2,440-78.5% |
| Participant deferral / active EE | $761 | $2,602-70.8% | $3,535-78.5% | $3,607-78.9% |
| Admin fee / account holder | $2,266 | $3,056-25.8% | $3,839-41.0% | $5,124-55.8% |