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 | $35,206 | $135,952-74.1% | $123,892-71.6% | $273,961-87.1% |
| Participation rate | 60.9% | 84.1%-23.2pp | 81.4%-20.5pp | 83.0%-22.1pp |
| Annual return | 9.35% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,062 | $5,170-79.5% | $4,617-77.0% | $4,869-78.2% |
| Participant deferral / active EE | $1,275 | $6,343-79.9% | $5,984-78.7% | $5,287-75.9% |
| Admin fee / account holder | $1,928 | $9,817-80.4% | $8,357-76.9% | $10,132-81.0% |