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 | $64,535 | $124,425-48.1% | $112,040-42.4% | $137,256-53.0% |
| Participation rate | 47.6% | 79.3%-31.7pp | 76.5%-28.9pp | 80.0%-32.3pp |
| Annual return | 13.82% | 24.72%-10.9pp | 24.52%-10.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $849 | $3,411-75.1% | $2,954-71.2% | $4,156-79.6% |
| Participant deferral / active EE | $1,718 | $5,718-70.0% | $5,098-66.3% | $6,407-73.2% |
| Admin fee / account holder | $2,667 | $15,207-82.5% | $12,098-78.0% | $12,270-78.3% |