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 | $94,625-36.1% | $116,228-48.0% | $84,808-28.7% |
| Participation rate | 42.3% | 70.4%-28.1pp | 74.6%-32.2pp | 68.3%-26.0pp |
| Annual return | 13.97% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $987 | $2,347-57.9% | $2,994-67.0% | $2,631-62.5% |
| Participant deferral / active EE | $1,644 | $3,972-58.6% | $4,953-66.8% | $4,212-61.0% |
| Admin fee / account holder | $2,098 | $10,091-79.2% | $11,989-82.5% | $7,344-71.4% |