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 | $32,328 | $63,355-49.0% | $91,989-64.9% | $72,985-55.7% |
| Participation rate | 59.5% | 72.5%-13.0pp | 78.6%-19.1pp | 69.5%-10.0pp |
| Annual return | 22.24% | 35.35%-13.1pp | 69.02%-46.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,111 | $2,116-47.5% | $3,452-67.8% | $2,440-54.5% |
| Participant deferral / active EE | $2,108 | $4,883-56.8% | $5,923-64.4% | $3,607-41.6% |
| Admin fee / account holder | $1,592 | $4,668-65.9% | $7,743-79.4% | $5,124-68.9% |