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 | $37,722 | $91,552-58.8% | $133,956-71.8% | $79,858-52.8% |
| Participation rate | 30.6% | 73.3%-42.7pp | 79.8%-49.2pp | 69.6%-39.0pp |
| Annual return | 13.33% | 61.85%-48.5pp | 45.09%-31.8pp | 31.71%-18.4pp |
| Employer contribution / active EE | $597 | $2,384-74.9% | $3,919-84.8% | $2,471-75.8% |
| Participant deferral / active EE | $1,662 | $3,733-55.5% | $5,048-67.1% | $3,740-55.6% |
| Admin fee / account holder | $1,967 | $6,321-68.9% | $8,927-78.0% | $5,306-62.9% |