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 | $44,545 | $54,541-18.3% | $78,778-43.5% | $70,131-36.5% |
| Participation rate | 34.8% | 60.8%-26.0pp | 69.2%-34.4pp | 69.5%-34.8pp |
| Annual return | 22.46% | 21.07%+1.4pp | 35.62%-13.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $464 | $1,089-57.4% | $1,986-76.6% | $2,342-80.2% |
| Participant deferral / active EE | $526 | $2,210-76.2% | $2,958-82.2% | $3,332-84.2% |
| Admin fee / account holder | $2,129 | $3,709-42.6% | $5,134-58.5% | $4,645-54.2% |