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 | $44,827 | $35,183+27.4% | $73,545-39.0% | $70,131-36.1% |
| Participation rate | 23.1% | 42.9%-19.9pp | 54.9%-31.9pp | 69.5%-46.5pp |
| Annual return | 17.78% | 26.90%-9.1pp | -15.16%+32.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,207 | $709+70.3% | $1,219-1.0% | $2,342-48.5% |
| Participant deferral / active EE | $209 | $1,220-82.9% | $1,806-88.4% | $3,332-93.7% |
| Admin fee / account holder | $657 | $2,302-71.5% | $2,320-71.7% | $4,645-85.9% |