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 | $24,278 | $98,240-75.3% | $82,313-70.5% | $147,584-83.5% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.8pp | 82.8%-25.7pp |
| Annual return | 13.12% | 30.85%-17.7pp | 25.88%-12.8pp | 578.55%-565.4pp |
| Employer contribution / active EE | $948 | $3,192-70.3% | $2,428-60.9% | $4,876-80.6% |
| Participant deferral / active EE | $1,156 | $4,383-73.6% | $3,706-68.8% | $5,439-78.8% |
| Admin fee / account holder | $1,147 | $8,563-86.6% | $5,608-79.6% | $10,885-89.5% |