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 | $41,491 | $72,404-42.7% | $110,238-62.4% | $64,186-35.4% |
| Participation rate | 59.2% | 73.3%-14.2pp | 79.8%-20.7pp | 69.6%-10.4pp |
| Annual return | 7.22% | -6.29%+13.5pp | 314.74%-307.5pp | 7.63%-0.4pp |
| Employer contribution / active EE | $958 | $2,282-58.0% | $3,826-75.0% | $2,381-59.7% |
| Participant deferral / active EE | $1,537 | $3,469-55.7% | $4,672-67.1% | $3,470-55.7% |
| Admin fee / account holder | $540 | $5,664-90.5% | $8,547-93.7% | $4,888-88.9% |