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 | $62,166 | $91,552-32.1% | $133,956-53.6% | $79,858-22.2% |
| Participation rate | 66.2% | 73.3%-7.2pp | 79.8%-13.7pp | 69.6%-3.5pp |
| Annual return | 14.38% | 61.85%-47.5pp | 45.09%-30.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,453 | $2,384-39.0% | $3,919-62.9% | $2,471-41.2% |
| Participant deferral / active EE | $959 | $3,733-74.3% | $5,048-81.0% | $3,740-74.4% |
| Admin fee / account holder | $5,523 | $6,321-12.6% | $8,927-38.1% | $5,306+4.1% |