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 | $33,351 | $79,944-58.3% | $98,439-66.1% | $75,163-55.6% |
| Participation rate | 47.1% | 70.4%-23.3pp | 75.2%-28.1pp | 67.2%-20.1pp |
| Annual return | 15.53% | 19.75%-4.2pp | 21.16%-5.6pp | 160.62%-145.1pp |
| Employer contribution / active EE | $733 | $2,264-67.6% | $3,048-75.9% | $2,670-72.5% |
| Participant deferral / active EE | $1,364 | $3,752-63.7% | $4,738-71.2% | $4,125-66.9% |
| Admin fee / account holder | $6,274 | $6,840-8.3% | $8,948-29.9% | $5,651+11.0% |