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 | $29,156 | $124,281-76.5% | $109,143-73.3% | $167,490-82.6% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 12.19% | 26.04%-13.8pp | 25.75%-13.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,131 | $4,207-73.1% | $3,722-69.6% | $4,837-76.6% |
| Participant deferral / active EE | $1,414 | $5,255-73.1% | $4,653-69.6% | $6,341-77.7% |
| Admin fee / account holder | $5,034 | $7,970-36.8% | $6,752-25.4% | $12,309-59.1% |