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 | $35,880 | $105,931-66.1% | $81,930-56.2% | $158,922-77.4% |
| Participation rate | 54.5% | 75.6%-21.1pp | 72.0%-17.4pp | 82.0%-27.4pp |
| Annual return | 11.96% | 38.17%-26.2pp | 29.49%-17.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $599 | $7,800-92.3% | $4,310-86.1% | $4,761-87.4% |
| Participant deferral / active EE | $599 | $13,003-95.4% | $7,107-91.6% | $5,982-90.0% |
| Admin fee / account holder | $995 | $8,489-88.3% | $5,158-80.7% | $11,246-91.2% |