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 | $46,540 | $53,777-13.5% | $134,143-65.3% | $79,858-41.7% |
| Participation rate | 20.0% | 58.8%-38.8pp | 72.2%-52.2pp | 69.6%-49.6pp |
| Annual return | 14.34% | 19.01%-4.7pp | 36.33%-22.0pp | 31.71%-17.4pp |
| Employer contribution / active EE | $285 | $1,321-78.5% | $3,704-92.3% | $2,471-88.5% |
| Participant deferral / active EE | $604 | $2,420-75.0% | $3,499-82.7% | $3,740-83.8% |
| Admin fee / account holder | $618 | $3,984-84.5% | $6,684-90.8% | $5,306-88.4% |