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 | $41,518 | $103,376-59.8% | $87,100-52.3% | $152,861-72.8% |
| Participation rate | 40.0% | 79.3%-39.3pp | 76.9%-36.9pp | 82.4%-42.4pp |
| Annual return | 18.45% | 28.10%-9.6pp | 28.19%-9.7pp | 345.32%-326.9pp |
| Employer contribution / active EE | $769 | $3,220-76.1% | $2,521-69.5% | $4,762-83.9% |
| Participant deferral / active EE | $759 | $4,778-84.1% | $4,049-81.2% | $5,850-87.0% |
| Admin fee / account holder | $993 | $12,205-91.9% | $7,497-86.7% | $11,596-91.4% |