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 | $26,726 | $60,349-55.7% | $74,183-64.0% | $62,891-57.5% |
| Participation rate | 41.9% | 72.7%-30.9pp | 76.6%-34.8pp | 69.3%-27.4pp |
| Annual return | 8.03% | 21.37%-13.3pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $730 | $1,680-56.6% | $2,370-69.2% | $2,281-68.0% |
| Participant deferral / active EE | $1,227 | $2,856-57.0% | $3,550-65.4% | $3,203-61.7% |
| Admin fee / account holder | $910 | $4,261-78.6% | $5,586-83.7% | $4,296-78.8% |