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 | $32,361 | $157,256-79.4% | $141,162-77.1% | $152,861-78.8% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.4%-17.7pp |
| Annual return | 19.63% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $3,012 | $5,261-42.7% | $4,735-36.4% | $4,762-36.7% |
| Participant deferral / active EE | $1,005 | $7,109-85.9% | $6,709-85.0% | $5,850-82.8% |
| Admin fee / account holder | $2,449 | $12,120-79.8% | $10,261-76.1% | $11,596-78.9% |