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 | $35,921 | $72,177-50.2% | $115,037-68.8% | $59,632-39.8% |
| Participation rate | 60.4% | 72.6%-12.2pp | 81.4%-21.0pp | 68.7%-8.3pp |
| Annual return | -1.38% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,158 | $2,841-59.2% | $4,608-74.9% | $2,203-47.4% |
| Participant deferral / active EE | $1,888 | $4,783-60.5% | $6,026-68.7% | $3,192-40.8% |
| Admin fee / account holder | $2,730 | $4,927-44.6% | $8,175-66.6% | $4,297-36.5% |