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 | $35,991 | $57,541-37.5% | $95,745-62.4% | $75,163-52.1% |
| Participation rate | 58.8% | 62.5%-3.7pp | 72.3%-13.4pp | 67.2%-8.4pp |
| Annual return | 20.40% | 34.93%-14.5pp | 28.35%-8.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $487 | $1,808-73.1% | $2,835-82.8% | $2,670-81.8% |
| Participant deferral / active EE | $1,003 | $3,074-67.4% | $4,245-76.4% | $4,125-75.7% |
| Admin fee / account holder | $1,846 | $4,099-55.0% | $5,678-67.5% | $5,651-67.3% |