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 | $36,775 | $85,766-57.1% | $136,294-73.0% | $70,131-47.6% |
| Participation rate | 45.7% | 74.2%-28.4pp | 81.9%-36.2pp | 69.5%-23.8pp |
| Annual return | 17.76% | 31.45%-13.7pp | 5155.94%-5138.2pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,487 | $2,966-49.9% | $4,695-68.3% | $2,342-36.5% |
| Participant deferral / active EE | $2,073 | $5,051-59.0% | $6,247-66.8% | $3,332-37.8% |
| Admin fee / account holder | $5,583 | $5,420+3.0% | $9,243-39.6% | $4,645+20.2% |