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 | $33,688 | $58,828-42.7% | $77,999-56.8% | $62,891-46.4% |
| Participation rate | 62.4% | 71.1%-8.7pp | 75.5%-13.2pp | 69.3%-7.0pp |
| Annual return | 6.52% | 17.16%-10.6pp | 425.96%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $754 | $1,672-54.9% | $2,470-69.5% | $2,281-66.9% |
| Participant deferral / active EE | $1,047 | $2,686-61.0% | $3,497-70.1% | $3,203-67.3% |
| Admin fee / account holder | $2,447 | $4,393-44.3% | $5,480-55.4% | $4,296-43.0% |