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 | $43,710 | $63,355-31.0% | $91,989-52.5% | $72,985-40.1% |
| Participation rate | 30.3% | 72.5%-42.2pp | 78.6%-48.3pp | 69.5%-39.2pp |
| Annual return | 25.48% | 35.35%-9.9pp | 69.02%-43.5pp | 81.00%-55.5pp |
| Employer contribution / active EE | $896 | $2,116-57.6% | $3,452-74.0% | $2,440-63.3% |
| Participant deferral / active EE | $1,369 | $4,883-72.0% | $5,923-76.9% | $3,607-62.0% |
| Admin fee / account holder | $1,293 | $4,668-72.3% | $7,743-83.3% | $5,124-74.8% |