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 | $35,682 | $65,041-45.1% | $90,951-60.8% | $79,858-55.3% |
| Participation rate | 34.4% | 61.6%-27.2pp | 69.0%-34.6pp | 69.6%-35.3pp |
| Annual return | 13.27% | 30.45%-17.2pp | 134.60%-121.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $358 | $1,247-71.3% | $2,122-83.1% | $2,471-85.5% |
| Participant deferral / active EE | $645 | $2,512-74.3% | $3,373-80.9% | $3,740-82.7% |
| Admin fee / account holder | $3,214 | $4,536-29.2% | $5,959-46.1% | $5,306-39.4% |