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 | $36,793 | $97,125-62.1% | $86,233-57.3% | $137,256-73.2% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 22.75% | 74.19%-51.4pp | 61.39%-38.6pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,929 | $2,841+3.1% | $2,504+17.0% | $4,156-29.5% |
| Participant deferral / active EE | $661 | $5,180-87.2% | $4,559-85.5% | $6,407-89.7% |
| Admin fee / account holder | $3,577 | $9,725-63.2% | $8,342-57.1% | $12,270-70.8% |