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 | $65,081 | $88,707-26.6% | $74,183-12.3% | $273,961-76.2% |
| Participation rate | 46.2% | 79.4%-33.3pp | 76.6%-30.5pp | 83.0%-36.9pp |
| Annual return | 4.25% | 11.94%-7.7pp | 17.74%-13.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $923 | $3,159-70.8% | $2,370-61.1% | $4,869-81.0% |
| Participant deferral / active EE | $664 | $4,212-84.2% | $3,550-81.3% | $5,287-87.4% |
| Admin fee / account holder | $6,878 | $8,717-21.1% | $5,586+23.1% | $10,132-32.1% |