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 | $31,254 | $135,952-77.0% | $123,892-74.8% | $273,961-88.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 6.19% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.1% | $4,869-74.5% |
| Participant deferral / active EE | $1,759 | $6,343-72.3% | $5,984-70.6% | $5,287-66.7% |
| Admin fee / account holder | $705 | $9,817-92.8% | $8,357-91.6% | $10,132-93.0% |