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 | $68,773 | $93,571-26.5% | $135,903-49.4% | $75,163-8.5% |
| Participation rate | 29.0% | 75.2%-46.1pp | 81.9%-52.9pp | 67.2%-38.2pp |
| Annual return | 18.61% | 30.90%-12.3pp | 68.23%-49.6pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,149 | $3,537-67.5% | $4,856-76.3% | $2,670-56.9% |
| Participant deferral / active EE | $2,142 | $6,404-66.6% | $7,758-72.4% | $4,125-48.1% |
| Admin fee / account holder | $508 | $6,975-92.7% | $10,762-95.3% | $5,651-91.0% |