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 | $34,511 | $78,103-55.8% | $289,028-88.1% | $116,875-70.5% |
| Participation rate | 36.5% | 69.5%-33.0pp | 78.0%-41.4pp | 74.5%-38.0pp |
| Annual return | 19.03% | 15.26%+3.8pp | 243.94%-224.9pp | 16.29%+2.7pp |
| Employer contribution / active EE | $707 | $2,718-74.0% | $6,326-88.8% | $3,288-78.5% |
| Participant deferral / active EE | $912 | $2,921-68.8% | $4,804-81.0% | $3,885-76.5% |
| Admin fee / account holder | $2,989 | $8,683-65.6% | $14,050-78.7% | $12,263-75.6% |