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 | $36,017 | $104,251-65.5% | $91,001-60.4% | $147,584-75.6% |
| Participation rate | 40.9% | 78.2%-37.3pp | 75.6%-34.7pp | 82.8%-41.9pp |
| Annual return | 18.46% | 27.06%-8.6pp | 4.60%+13.9pp | 578.55%-560.1pp |
| Employer contribution / active EE | $641 | $3,116-79.4% | $2,456-73.9% | $4,876-86.9% |
| Participant deferral / active EE | $782 | $4,195-81.4% | $3,547-78.0% | $5,439-85.6% |
| Admin fee / account holder | $3,809 | $8,948-57.4% | $5,417-29.7% | $10,885-65.0% |