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 | $45,854 | $67,606-32.2% | $82,313-44.3% | $70,131-34.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 13.23% | 21.57%-8.3pp | 25.88%-12.6pp | 73.14%-59.9pp |
| Employer contribution / active EE | $947 | $1,755-46.0% | $2,428-61.0% | $2,342-59.6% |
| Participant deferral / active EE | $1,147 | $2,987-61.6% | $3,706-69.1% | $3,332-65.6% |
| Admin fee / account holder | $3,141 | $4,512-30.4% | $5,608-44.0% | $4,645-32.4% |