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 | $39,243 | $112,881-65.2% | $90,951-56.9% | $158,922-75.3% |
| Participation rate | 50.0% | 74.7%-24.7pp | 69.0%-19.0pp | 82.0%-32.0pp |
| Annual return | 12.11% | 215.79%-203.7pp | 134.60%-122.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,241 | $2,893-57.1% | $2,122-41.5% | $4,761-73.9% |
| Participant deferral / active EE | $586 | $4,128-85.8% | $3,373-82.6% | $5,982-90.2% |
| Admin fee / account holder | $1,014 | $8,041-87.4% | $5,959-83.0% | $11,246-91.0% |