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 | $35,541 | $98,750-64.0% | $149,696-76.3% | $79,858-55.5% |
| Participation rate | 65.7% | 75.8%-10.1pp | 82.5%-16.8pp | 69.6%-3.9pp |
| Annual return | 20.29% | 27.43%-7.1pp | 276.60%-256.3pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,293 | $3,216-59.8% | $4,644-72.2% | $2,471-47.7% |
| Participant deferral / active EE | $2,063 | $5,680-63.7% | $6,842-69.9% | $3,740-44.8% |
| Admin fee / account holder | $2,914 | $6,053-51.9% | $9,309-68.7% | $5,306-45.1% |