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 | $23,445 | $105,931-77.9% | $81,930-71.4% | $158,922-85.2% |
| Participation rate | 55.6% | 75.6%-20.1pp | 72.0%-16.4pp | 82.0%-26.4pp |
| Annual return | 7.21% | 38.17%-31.0pp | 29.49%-22.3pp | 302.83%-295.6pp |
| Employer contribution / active EE | $279 | $7,800-96.4% | $4,310-93.5% | $4,761-94.1% |
| Participant deferral / active EE | $289 | $13,003-97.8% | $7,107-95.9% | $5,982-95.2% |
| Admin fee / account holder | $1,406 | $8,489-83.4% | $5,158-72.7% | $11,246-87.5% |