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 | $32,914 | $93,571-64.8% | $135,903-75.8% | $75,163-56.2% |
| Participation rate | 59.3% | 75.2%-15.9pp | 81.9%-22.6pp | 67.2%-7.9pp |
| Annual return | 16.31% | 30.90%-14.6pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $800 | $3,537-77.4% | $4,856-83.5% | $2,670-70.0% |
| Participant deferral / active EE | $2,015 | $6,404-68.5% | $7,758-74.0% | $4,125-51.2% |
| Admin fee / account holder | $1,377 | $6,975-80.3% | $10,762-87.2% | $5,651-75.6% |