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 | $45,427 | $80,673-43.7% | $101,326-55.2% | $84,808-46.4% |
| Participation rate | 44.0% | 77.8%-33.8pp | 81.5%-37.5pp | 68.3%-24.3pp |
| Annual return | 15.75% | 38.95%-23.2pp | 36.82%-21.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,132 | $2,698-58.0% | $3,665-69.1% | $2,631-57.0% |
| Participant deferral / active EE | $1,941 | $6,840-71.6% | $7,994-75.7% | $4,212-53.9% |
| Admin fee / account holder | $1,725 | $12,784-86.5% | $11,185-84.6% | $7,344-76.5% |