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 | $63,826 | $78,422-18.6% | $95,952-33.5% | $79,858-20.1% |
| Participation rate | 41.5% | 73.5%-32.0pp | 77.1%-35.6pp | 69.6%-28.2pp |
| Annual return | 13.24% | 19.37%-6.1pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $844 | $1,945-56.6% | $2,541-66.8% | $2,471-65.8% |
| Participant deferral / active EE | $1,397 | $3,440-59.4% | $4,167-66.5% | $3,740-62.6% |
| Admin fee / account holder | $2,514 | $5,622-55.3% | $6,795-63.0% | $5,306-52.6% |