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 | $34,051 | $89,355-61.9% | $141,162-75.9% | $72,985-53.3% |
| Participation rate | 57.4% | 75.1%-17.7pp | 82.5%-25.0pp | 69.5%-12.0pp |
| Annual return | 20.07% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $658 | $3,114-78.9% | $4,735-86.1% | $2,440-73.0% |
| Participant deferral / active EE | $1,834 | $5,418-66.1% | $6,709-72.7% | $3,607-49.2% |
| Admin fee / account holder | $3,884 | $5,958-34.8% | $10,261-62.1% | $5,124-24.2% |