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 | $24,775 | $85,766-71.1% | $136,294-81.8% | $70,131-64.7% |
| Participation rate | 37.7% | 74.2%-36.5pp | 81.9%-44.3pp | 69.5%-31.9pp |
| Annual return | 19.54% | 31.45%-11.9pp | 5155.94%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $512 | $2,966-82.7% | $4,695-89.1% | $2,342-78.1% |
| Participant deferral / active EE | $1,978 | $5,051-60.8% | $6,247-68.3% | $3,332-40.6% |
| Admin fee / account holder | $4,078 | $5,420-24.8% | $9,243-55.9% | $4,645-12.2% |