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 | $48,164 | $95,803-49.7% | $113,168-57.4% | $84,808-43.2% |
| Participation rate | 25.0% | 72.9%-47.9pp | 76.6%-51.6pp | 68.3%-43.3pp |
| Annual return | 12.66% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $763 | $2,360-67.7% | $2,975-74.4% | $2,631-71.0% |
| Participant deferral / active EE | $1,566 | $4,242-63.1% | $5,107-69.3% | $4,212-62.8% |
| Admin fee / account holder | $2,001 | $8,989-77.7% | $12,068-83.4% | $7,344-72.8% |