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 | $55,959 | $96,557-42.0% | $80,975-30.9% | $273,961-79.6% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 4.64% | 15.14%-10.5pp | 17.10%-12.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $571 | $4,868-88.3% | $3,714-84.6% | $4,869-88.3% |
| Participant deferral / active EE | $1,462 | $6,598-77.8% | $5,696-74.3% | $5,287-72.3% |
| Admin fee / account holder | $2,799 | $7,492-62.6% | $5,516-49.2% | $10,132-72.4% |