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 | $40,289 | $80,717-50.1% | $154,803-74.0% | $84,808-52.5% |
| Participation rate | 32.3% | 66.8%-34.6pp | 78.1%-45.8pp | 68.3%-36.1pp |
| Annual return | 19.31% | 37.96%-18.7pp | 58.88%-39.6pp | 40.90%-21.6pp |
| Employer contribution / active EE | $861 | $2,761-68.8% | $4,305-80.0% | $2,631-67.3% |
| Participant deferral / active EE | $750 | $3,303-77.3% | $5,540-86.5% | $4,212-82.2% |
| Admin fee / account holder | $3,560 | $6,746-47.2% | $14,329-75.2% | $7,344-51.5% |