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 | $46,551 | $81,446-42.8% | $103,374-55.0% | $80,874-42.4% |
| Participation rate | 12.2% | 66.9%-54.7pp | 74.5%-62.3pp | 67.6%-55.5pp |
| Annual return | 13.79% | 25.57%-11.8pp | 24.89%-11.1pp | 35.62%-21.8pp |
| Employer contribution / active EE | $801 | $3,107-74.2% | $3,869-79.3% | $2,756-70.9% |
| Participant deferral / active EE | $1,503 | $3,870-61.2% | $5,058-70.3% | $4,297-65.0% |
| Admin fee / account holder | $1,657 | $6,715-75.3% | $8,394-80.3% | $6,935-76.1% |