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 | $79,785 | $110,257-27.6% | $96,544-17.4% | $139,434-42.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 76.0%-26.0pp | 80.3%-30.3pp |
| Annual return | 16.12% | 26.32%-10.2pp | 25.84%-9.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,174 | $3,620-67.6% | $2,965-60.4% | $4,751-75.3% |
| Participant deferral / active EE | $1,196 | $5,548-78.5% | $4,851-75.4% | $6,710-82.2% |
| Admin fee / account holder | $8,270 | $11,591-28.7% | $8,252+0.2% | $11,403-27.5% |