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 | $74,048 | $109,413-32.3% | $156,263-52.6% | $84,808-12.7% |
| Participation rate | 45.7% | 72.7%-27.0pp | 78.9%-33.2pp | 68.3%-22.6pp |
| Annual return | 13.06% | 20.18%-7.1pp | 59.47%-46.4pp | 40.90%-27.8pp |
| Employer contribution / active EE | $958 | $2,907-67.0% | $4,333-77.9% | $2,631-63.6% |
| Participant deferral / active EE | $1,118 | $4,590-75.6% | $6,158-81.8% | $4,212-73.5% |
| Admin fee / account holder | $1,220 | $9,357-87.0% | $14,255-91.4% | $7,344-83.4% |