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 | $37,858 | $104,664-63.8% | $85,682-55.8% | $167,490-77.4% |
| Participation rate | 43.5% | 76.4%-32.9pp | 69.9%-26.4pp | 82.1%-38.6pp |
| Annual return | 15.49% | 21.45%-6.0pp | 21.49%-6.0pp | 478.56%-463.1pp |
| Employer contribution / active EE | $637 | $3,337-80.9% | $2,618-75.7% | $4,837-86.8% |
| Participant deferral / active EE | $1,073 | $4,824-77.8% | $3,923-72.6% | $6,341-83.1% |
| Admin fee / account holder | $1,555 | $10,032-84.5% | $6,873-77.4% | $12,309-87.4% |