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 | $26,238 | $185,822-85.9% | $169,993-84.6% | $139,434-81.2% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 18.45% | 60.50%-42.1pp | 53.37%-34.9pp | 372.94%-354.5pp |
| Employer contribution / active EE | $1,714 | $7,590-77.4% | $6,785-74.7% | $4,751-63.9% |
| Participant deferral / active EE | $1,528 | $11,622-86.9% | $10,408-85.3% | $6,710-77.2% |
| Admin fee / account holder | $12,464 | $15,381-19.0% | $12,815-2.7% | $11,403+9.3% |