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 | $30,214 | $78,520-61.5% | $96,576-68.7% | $82,448-63.4% |
| Participation rate | 28.9% | 77.7%-48.8pp | 81.4%-52.6pp | 68.1%-39.2pp |
| Annual return | 17.56% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.1pp |
| Employer contribution / active EE | $800 | $2,630-69.6% | $3,553-77.5% | $2,551-68.6% |
| Participant deferral / active EE | $1,377 | $6,754-79.6% | $7,956-82.7% | $4,139-66.7% |
| Admin fee / account holder | $862 | $13,455-93.6% | $11,381-92.4% | $7,234-88.1% |