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 | $39,143 | $71,050-44.9% | $93,606-58.2% | $80,856-51.6% |
| Participation rate | 51.4% | 60.4%-9.0pp | 68.7%-17.3pp | 67.6%-16.2pp |
| Annual return | 14.20% | 11.26%+2.9pp | 133.20%-119.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $636 | $1,564-59.3% | $2,420-73.7% | $2,755-76.9% |
| Participant deferral / active EE | $1,154 | $4,034-71.4% | $4,411-73.8% | $4,296-73.1% |
| Admin fee / account holder | $1,579 | $6,945-77.3% | $8,285-80.9% | $6,918-77.2% |