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 | $54,297 | $85,766-36.7% | $136,294-60.2% | $70,131-22.6% |
| Participation rate | 51.7% | 74.2%-22.5pp | 81.9%-30.2pp | 69.5%-17.9pp |
| Annual return | 15.19% | 31.45%-16.3pp | 5155.94%-5140.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $792 | $2,966-73.3% | $4,695-83.1% | $2,342-66.2% |
| Participant deferral / active EE | $2,040 | $5,051-59.6% | $6,247-67.3% | $3,332-38.8% |
| Admin fee / account holder | $2,098 | $5,420-61.3% | $9,243-77.3% | $4,645-54.8% |