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 | $43,615 | $92,090-52.6% | $106,201-58.9% | $77,671-43.8% |
| Participation rate | 27.9% | 81.0%-53.1pp | 75.3%-47.4pp | 70.6%-42.7pp |
| Annual return | 25.52% | 17.89%+7.6pp | 116.26%-90.7pp | 31.21%-5.7pp |
| Employer contribution / active EE | $994 | $3,368-70.5% | $3,170-68.6% | $2,726-63.6% |
| Participant deferral / active EE | $2,241 | $5,386-58.4% | $5,012-55.3% | $4,648-51.8% |
| Admin fee / account holder | $6,434 | $219+2837.7% | $11,039-41.7% | $430+1394.9% |