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 | $47,620 | $95,803-50.3% | $113,168-57.9% | $84,808-43.8% |
| Participation rate | 46.2% | 72.9%-26.7pp | 76.6%-30.4pp | 68.3%-22.2pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $751 | $2,360-68.2% | $2,975-74.8% | $2,631-71.5% |
| Participant deferral / active EE | $1,432 | $4,242-66.2% | $5,107-72.0% | $4,212-66.0% |
| Admin fee / account holder | $5,797 | $8,989-35.5% | $12,068-52.0% | $7,344-21.1% |