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 4-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 | $29,774 | $148,534-80.0% | $135,903-78.1% | $139,434-78.6% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 14.72% | 79.19%-64.5pp | 68.23%-53.5pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,321 | $5,243-74.8% | $4,856-72.8% | $4,751-72.2% |
| Participant deferral / active EE | $1,169 | $8,100-85.6% | $7,758-84.9% | $6,710-82.6% |
| Admin fee / account holder | $1,118 | $12,400-91.0% | $10,762-89.6% | $11,403-90.2% |