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 | $18,905 | $52,903-64.3% | $73,307-74.2% | $59,632-68.3% |
| Participation rate | 28.0% | 68.2%-40.2pp | 74.9%-46.9pp | 68.7%-40.7pp |
| Annual return | 27.32% | 12.20%+15.1pp | 5.67%+21.6pp | 2041.28%-2014.0pp |
| Employer contribution / active EE | $619 | $1,909-67.5% | $3,237-80.9% | $2,203-71.9% |
| Participant deferral / active EE | $1,595 | $4,069-60.8% | $4,991-68.0% | $3,192-50.0% |
| Admin fee / account holder | $1,770 | $3,834-53.8% | $5,637-68.6% | $4,297-58.8% |