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 | $31,510 | $127,777-75.3% | $106,548-70.4% | $167,490-81.2% |
| Participation rate | 63.6% | 78.3%-14.6pp | 76.1%-12.5pp | 82.1%-18.5pp |
| Annual return | 11.72% | 33.87%-22.2pp | 26.80%-15.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $638 | $3,427-81.4% | $2,819-77.4% | $4,837-86.8% |
| Participant deferral / active EE | $898 | $5,087-82.3% | $4,398-79.6% | $6,341-85.8% |
| Admin fee / account holder | $2,578 | $11,228-77.0% | $7,407-65.2% | $12,309-79.1% |