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 | $34,846 | $56,054-37.8% | $171,082-79.6% | $62,891-44.6% |
| Participation rate | 45.2% | 62.9%-17.7pp | 76.7%-31.5pp | 69.3%-24.1pp |
| Annual return | 7.64% | 22.52%-14.9pp | 32.56%-24.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $600 | $1,731-65.4% | $4,002-85.0% | $2,281-73.7% |
| Participant deferral / active EE | $945 | $3,158-70.1% | $4,797-80.3% | $3,203-70.5% |
| Admin fee / account holder | $1,911 | $3,647-47.6% | $8,520-77.6% | $4,296-55.5% |