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 | $41,287 | $111,535-63.0% | $105,223-60.8% | $137,256-69.9% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 18.12% | 237.85%-219.7pp | 180.65%-162.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,054 | $3,939-73.2% | $3,689-71.4% | $4,156-74.6% |
| Participant deferral / active EE | $886 | $5,500-83.9% | $5,072-82.5% | $6,407-86.2% |
| Admin fee / account holder | $1,813 | $9,721-81.4% | $8,859-79.5% | $12,270-85.2% |