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 | $60,443 | $94,031-35.7% | $115,768-47.8% | $82,448-26.7% |
| Participation rate | 42.3% | 70.4%-28.1pp | 74.4%-32.1pp | 68.1%-25.8pp |
| Annual return | 13.97% | 20.61%-6.6pp | 100.46%-86.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $987 | $2,323-57.5% | $2,940-66.4% | $2,551-61.3% |
| Participant deferral / active EE | $1,644 | $3,972-58.6% | $4,917-66.6% | $4,139-60.3% |
| Admin fee / account holder | $2,098 | $10,249-79.5% | $12,439-83.1% | $7,234-71.0% |