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 | $55,203 | $84,556-34.7% | $116,228-52.5% | $74,304-25.7% |
| Participation rate | 38.1% | 66.0%-27.9pp | 74.6%-36.4pp | 60.3%-22.2pp |
| Annual return | 23.93% | 18.35%+5.6pp | 90.06%-66.1pp | 29.43%-5.5pp |
| Employer contribution / active EE | $1,033 | $2,168-52.3% | $2,994-65.5% | $2,241-53.9% |
| Participant deferral / active EE | $1,626 | $3,814-57.4% | $4,953-67.2% | $3,767-56.8% |
| Admin fee / account holder | $3,742 | $3,792-1.3% | $11,989-68.8% | $2,969+26.1% |