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 | $48,199 | $56,897-15.3% | $84,750-43.1% | $62,891-23.4% |
| Participation rate | 33.0% | 68.5%-35.6pp | 76.6%-43.6pp | 69.3%-36.4pp |
| Annual return | 8.45% | 6.30%+2.1pp | 22.78%-14.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $708 | $2,400-70.5% | $3,574-80.2% | $2,281-69.0% |
| Participant deferral / active EE | $762 | $2,709-71.9% | $3,712-79.5% | $3,203-76.2% |
| Admin fee / account holder | $2,236 | $3,581-37.6% | $5,332-58.1% | $4,296-48.0% |