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 | $39,837 | $77,730-48.8% | $70,164-43.2% | $139,434-71.4% |
| Participation rate | 55.6% | 83.2%-27.6pp | 78.8%-23.3pp | 80.3%-24.8pp |
| Annual return | 12.44% | 18.98%-6.5pp | 18.87%-6.4pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,523 | $4,990-49.4% | $4,287-41.1% | $4,751-46.9% |
| Participant deferral / active EE | $714 | $6,448-88.9% | $5,395-86.8% | $6,710-89.4% |
| Admin fee / account holder | $1,285 | $5,368-76.1% | $4,561-71.8% | $11,403-88.7% |