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 | $42,507 | $85,766-50.4% | $136,294-68.8% | $70,131-39.4% |
| Participation rate | 53.8% | 74.2%-20.3pp | 81.9%-28.1pp | 69.5%-15.7pp |
| Annual return | 16.99% | 31.45%-14.5pp | 5155.94%-5138.9pp | 73.14%-56.2pp |
| Employer contribution / active EE | $1,587 | $2,966-46.5% | $4,695-66.2% | $2,342-32.2% |
| Participant deferral / active EE | $1,964 | $5,051-61.1% | $6,247-68.6% | $3,332-41.0% |
| Admin fee / account holder | $3,136 | $5,420-42.1% | $9,243-66.1% | $4,645-32.5% |