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 | $56,829 | $85,766-33.7% | $136,294-58.3% | $70,131-19.0% |
| Participation rate | 48.1% | 74.2%-26.1pp | 81.9%-33.8pp | 69.5%-21.5pp |
| Annual return | 23.17% | 31.45%-8.3pp | 5155.94%-5132.8pp | 73.14%-50.0pp |
| Employer contribution / active EE | $824 | $2,966-72.2% | $4,695-82.5% | $2,342-64.8% |
| Participant deferral / active EE | $1,799 | $5,051-64.4% | $6,247-71.2% | $3,332-46.0% |
| Admin fee / account holder | $4,042 | $5,420-25.4% | $9,243-56.3% | $4,645-13.0% |