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 | $41,814 | $127,386-67.2% | $115,037-63.7% | $125,391-66.7% |
| Participation rate | 69.6% | 84.2%-14.6pp | 81.4%-11.8pp | 83.2%-13.6pp |
| Annual return | 1.32% | 31.28%-30.0pp | 26.14%-24.8pp | 282.22%-280.9pp |
| Employer contribution / active EE | $965 | $5,166-81.3% | $4,608-79.1% | $4,866-80.2% |
| Participant deferral / active EE | $1,178 | $6,423-81.7% | $6,026-80.4% | $5,352-78.0% |
| Admin fee / account holder | $7,415 | $9,516-22.1% | $8,175-9.3% | $9,540-22.3% |