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 | $37,495 | $80,717-53.5% | $154,803-75.8% | $84,808-55.8% |
| Participation rate | 46.9% | 66.8%-19.9pp | 78.1%-31.1pp | 68.3%-21.4pp |
| Annual return | 13.34% | 37.96%-24.6pp | 58.88%-45.5pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,722 | $2,761-37.6% | $4,305-60.0% | $2,631-34.5% |
| Participant deferral / active EE | $690 | $3,303-79.1% | $5,540-87.5% | $4,212-83.6% |
| Admin fee / account holder | $4,618 | $6,746-31.5% | $14,329-67.8% | $7,344-37.1% |