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 | $48,809 | $107,334-54.5% | $92,893-47.5% | $152,861-68.1% |
| Participation rate | 39.1% | 79.8%-40.7pp | 76.0%-36.9pp | 82.4%-43.3pp |
| Annual return | 19.35% | 145.58%-126.2pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $965 | $4,221-77.1% | $3,653-73.6% | $4,762-79.7% |
| Participant deferral / active EE | $1,052 | $4,845-78.3% | $4,236-75.2% | $5,850-82.0% |
| Admin fee / account holder | $1,327 | $7,079-81.3% | $5,794-77.1% | $11,596-88.6% |