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 | $127,065-49.2% | $113,168-43.0% | $142,382-54.7% |
| Participation rate | 47.6% | 79.2%-31.6pp | 76.6%-28.9pp | 80.1%-32.5pp |
| Annual return | 13.82% | 24.03%-10.2pp | 24.27%-10.4pp | 217.08%-203.3pp |
| Employer contribution / active EE | $849 | $3,442-75.3% | $2,975-71.4% | $4,299-80.2% |
| Participant deferral / active EE | $1,718 | $5,716-69.9% | $5,107-66.4% | $6,507-73.6% |
| Admin fee / account holder | $2,667 | $15,736-83.1% | $12,068-77.9% | $12,624-78.9% |