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 | $39,055 | $159,602-75.5% | $150,045-74.0% | $142,382-72.6% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.3%-21.2pp | 80.1%-19.0pp |
| Annual return | 15.89% | 70.24%-54.3pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $965 | $4,961-80.5% | $4,693-79.4% | $4,299-77.6% |
| Participant deferral / active EE | $1,738 | $8,310-79.1% | $7,997-78.3% | $6,507-73.3% |
| Admin fee / account holder | $1,135 | $14,846-92.4% | $13,435-91.6% | $12,624-91.0% |