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 | $29,644 | $81,460-63.6% | $103,333-71.3% | $80,856-63.3% |
| Participation rate | 21.4% | 66.8%-45.4pp | 74.5%-53.1pp | 67.6%-46.2pp |
| Annual return | 43.16% | 25.55%+17.6pp | 24.88%+18.3pp | 35.59%+7.6pp |
| Employer contribution / active EE | $887 | $3,105-71.4% | $3,868-77.1% | $2,755-67.8% |
| Participant deferral / active EE | $1,120 | $3,869-71.1% | $5,057-77.9% | $4,296-73.9% |
| Admin fee / account holder | $774 | $6,566-88.2% | $8,355-90.7% | $6,918-88.8% |