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 | $41,386 | $87,870-52.9% | $113,168-63.4% | $74,304-44.3% |
| Participation rate | 41.2% | 70.7%-29.5pp | 76.6%-35.3pp | 60.3%-19.1pp |
| Annual return | 20.42% | 26.44%-6.0pp | 24.27%-3.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $817 | $2,277-64.1% | $2,975-72.5% | $2,241-63.5% |
| Participant deferral / active EE | $1,458 | $4,241-65.6% | $5,107-71.4% | $3,767-61.3% |
| Admin fee / account holder | $1,268 | $3,368-62.3% | $12,068-89.5% | $2,969-57.3% |