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 | $44,967 | $58,512-23.1% | $84,015-46.5% | $72,985-38.4% |
| Participation rate | 23.1% | 61.2%-38.2pp | 69.0%-45.9pp | 69.5%-46.4pp |
| Annual return | 16.94% | 28.93%-12.0pp | 71.31%-54.4pp | 81.00%-64.1pp |
| Employer contribution / active EE | $393 | $1,163-66.2% | $1,983-80.2% | $2,440-83.9% |
| Participant deferral / active EE | $624 | $2,394-73.9% | $3,239-80.7% | $3,607-82.7% |
| Admin fee / account holder | $389 | $4,569-91.5% | $6,101-93.6% | $5,124-92.4% |