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 | $45,530 | $67,606-32.7% | $82,313-44.7% | $70,131-35.1% |
| Participation rate | 41.0% | 72.8%-31.8pp | 76.9%-35.9pp | 69.5%-28.6pp |
| Annual return | 12.47% | 21.57%-9.1pp | 25.88%-13.4pp | 73.14%-60.7pp |
| Employer contribution / active EE | $444 | $1,755-74.7% | $2,428-81.7% | $2,342-81.0% |
| Participant deferral / active EE | $1,058 | $2,987-64.6% | $3,706-71.4% | $3,332-68.2% |
| Admin fee / account holder | $8,034 | $4,512+78.1% | $5,608+43.3% | $4,645+73.0% |