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 | $30,599 | $85,766-64.3% | $136,294-77.5% | $70,131-56.4% |
| Participation rate | 34.0% | 74.2%-40.1pp | 81.9%-47.9pp | 69.5%-35.5pp |
| Annual return | 15.56% | 31.45%-15.9pp | 5155.94%-5140.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,130 | $2,966-61.9% | $4,695-75.9% | $2,342-51.8% |
| Participant deferral / active EE | $1,999 | $5,051-60.4% | $6,247-68.0% | $3,332-40.0% |
| Admin fee / account holder | $4,771 | $5,420-12.0% | $9,243-48.4% | $4,645+2.7% |