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 | $35,366 | $54,541-35.2% | $78,778-55.1% | $70,131-49.6% |
| Participation rate | 23.3% | 60.8%-37.5pp | 69.2%-45.9pp | 69.5%-46.3pp |
| Annual return | 18.41% | 21.07%-2.7pp | 35.62%-17.2pp | 73.14%-54.7pp |
| Employer contribution / active EE | $424 | $1,089-61.1% | $1,986-78.7% | $2,342-81.9% |
| Participant deferral / active EE | $737 | $2,210-66.6% | $2,958-75.1% | $3,332-77.9% |
| Admin fee / account holder | $2,229 | $3,709-39.9% | $5,134-56.6% | $4,645-52.0% |