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 | $41,559 | $78,705-47.2% | $117,854-64.7% | $70,131-40.7% |
| Participation rate | 53.3% | 73.2%-19.9pp | 79.7%-26.3pp | 69.5%-16.2pp |
| Annual return | 16.27% | 23.30%-7.0pp | 335.08%-318.8pp | 73.14%-56.9pp |
| Employer contribution / active EE | $851 | $2,223-61.7% | $3,786-77.5% | $2,342-63.7% |
| Participant deferral / active EE | $1,271 | $3,297-61.5% | $4,482-71.6% | $3,332-61.9% |
| Admin fee / account holder | $3,559 | $5,065-29.7% | $8,020-55.6% | $4,645-23.4% |