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 | $32,129 | $76,552-58.0% | $123,892-74.1% | $62,891-48.9% |
| Participation rate | 53.1% | 73.0%-19.9pp | 81.4%-28.3pp | 69.3%-16.2pp |
| Annual return | 7.60% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,351 | $2,883+16.3% | $4,617-27.4% | $2,281+46.9% |
| Participant deferral / active EE | $516 | $4,840-89.3% | $5,984-91.4% | $3,203-83.9% |
| Admin fee / account holder | $1,506 | $4,826-68.8% | $8,357-82.0% | $4,296-64.9% |