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 | $52,071 | $94,625-45.0% | $116,228-55.2% | $84,808-38.6% |
| Participation rate | 38.1% | 70.4%-32.4pp | 74.6%-36.5pp | 68.3%-30.2pp |
| Annual return | 13.59% | 20.40%-6.8pp | 90.06%-76.5pp | 40.90%-27.3pp |
| Employer contribution / active EE | $809 | $2,347-65.5% | $2,994-73.0% | $2,631-69.3% |
| Participant deferral / active EE | $1,540 | $3,972-61.2% | $4,953-68.9% | $4,212-63.4% |
| Admin fee / account holder | $12,183 | $10,091+20.7% | $11,989+1.6% | $7,344+65.9% |