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 | $51,216 | $91,538-44.0% | $129,995-60.6% | $75,163-31.9% |
| Participation rate | 28.6% | 71.4%-42.9pp | 78.5%-49.9pp | 67.2%-38.6pp |
| Annual return | 16.85% | -631.11%+648.0pp | -137.18%+154.0pp | 160.62%-143.8pp |
| Employer contribution / active EE | $979 | $2,845-65.6% | $4,320-77.3% | $2,670-63.3% |
| Participant deferral / active EE | $1,631 | $4,341-62.4% | $5,820-72.0% | $4,125-60.5% |
| Admin fee / account holder | $3,667 | $6,790-46.0% | $10,614-65.4% | $5,651-35.1% |