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 | $39,754 | $85,766-53.6% | $136,294-70.8% | $70,131-43.3% |
| Participation rate | 58.4% | 74.2%-15.7pp | 81.9%-23.5pp | 69.5%-11.1pp |
| Annual return | 18.11% | 31.45%-13.3pp | 5155.94%-5137.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $2,867 | $2,966-3.3% | $4,695-38.9% | $2,342+22.4% |
| Participant deferral / active EE | $1,435 | $5,051-71.6% | $6,247-77.0% | $3,332-56.9% |
| Admin fee / account holder | $1,281 | $5,420-76.4% | $9,243-86.1% | $4,645-72.4% |