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 | $31,438 | $73,933-57.5% | $96,683-67.5% | $75,163-58.2% |
| Participation rate | 68.3% | 66.4%+1.8pp | 74.3%-6.1pp | 67.2%+1.1pp |
| Annual return | 18.36% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,769 | $2,928-39.6% | $3,737-52.7% | $2,670-33.7% |
| Participant deferral / active EE | $852 | $3,659-76.7% | $4,878-82.5% | $4,125-79.3% |
| Admin fee / account holder | $2,192 | $5,216-58.0% | $6,730-67.4% | $5,651-61.2% |