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 | $40,306 | $99,985-59.7% | $146,665-72.5% | $85,850-53.1% |
| Participation rate | 58.5% | 73.1%-14.5pp | 80.1%-21.5pp | 69.3%-10.8pp |
| Annual return | 15.24% | 18.93%-3.7pp | 22.74%-7.5pp | 318.53%-303.3pp |
| Employer contribution / active EE | $761 | $2,559-70.3% | $4,136-81.6% | $2,565-70.3% |
| Participant deferral / active EE | $1,224 | $4,006-69.4% | $5,506-77.8% | $3,952-69.0% |
| Admin fee / account holder | $2,259 | $7,702-70.7% | $10,280-78.0% | $6,260-63.9% |