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 | $47,409 | $91,552-48.2% | $133,956-64.6% | $79,858-40.6% |
| Participation rate | 58.1% | 73.3%-15.3pp | 79.8%-21.8pp | 69.6%-11.6pp |
| Annual return | 14.65% | 61.85%-47.2pp | 45.09%-30.4pp | 31.71%-17.1pp |
| Employer contribution / active EE | $1,133 | $2,384-52.5% | $3,919-71.1% | $2,471-54.1% |
| Participant deferral / active EE | $1,133 | $3,733-69.7% | $5,048-77.6% | $3,740-69.7% |
| Admin fee / account holder | $23,915 | $6,321+278.4% | $8,927+167.9% | $5,306+350.7% |