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 | $51,998 | $85,766-39.4% | $136,294-61.8% | $70,131-25.9% |
| Participation rate | 55.6% | 74.2%-18.6pp | 81.9%-26.4pp | 69.5%-14.0pp |
| Annual return | 18.61% | 31.45%-12.8pp | 5155.94%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,000 | $2,966-66.3% | $4,695-78.7% | $2,342-57.3% |
| Participant deferral / active EE | $1,912 | $5,051-62.1% | $6,247-69.4% | $3,332-42.6% |
| Admin fee / account holder | $2,585 | $5,420-52.3% | $9,243-72.0% | $4,645-44.3% |