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 | $41,762 | $95,416-56.2% | $185,823-77.5% | $85,850-51.4% |
| Participation rate | 41.5% | 68.8%-27.3pp | 81.7%-40.2pp | 69.3%-27.9pp |
| Annual return | 15.08% | 23.59%-8.5pp | 122.05%-107.0pp | 318.53%-303.5pp |
| Employer contribution / active EE | $863 | $3,314-74.0% | $5,167-83.3% | $2,565-66.4% |
| Participant deferral / active EE | $915 | $3,423-73.3% | $5,568-83.6% | $3,952-76.8% |
| Admin fee / account holder | $2,274 | $7,213-68.5% | $16,237-86.0% | $6,260-63.7% |