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 | $47,020 | $65,365-28.1% | $92,893-49.4% | $72,985-35.6% |
| Participation rate | 62.9% | 68.3%-5.5pp | 76.0%-13.1pp | 69.5%-6.6pp |
| Annual return | 17.53% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $623 | $2,594-76.0% | $3,653-82.9% | $2,440-74.4% |
| Participant deferral / active EE | $641 | $3,128-79.5% | $4,236-84.9% | $3,607-82.2% |
| Admin fee / account holder | $1,109 | $4,251-73.9% | $5,794-80.9% | $5,124-78.3% |