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 | $35,955 | $95,453-62.3% | $112,040-67.9% | $82,448-56.4% |
| Participation rate | 44.0% | 72.8%-28.7pp | 76.5%-32.4pp | 68.1%-24.0pp |
| Annual return | 22.23% | 23.92%-1.7pp | 24.52%-2.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,028 | $2,318-55.6% | $2,954-65.2% | $2,551-59.7% |
| Participant deferral / active EE | $1,854 | $4,224-56.1% | $5,098-63.6% | $4,139-55.2% |
| Admin fee / account holder | $7,880 | $9,013-12.6% | $12,098-34.9% | $7,234+8.9% |