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 | $29,573 | $68,346-56.7% | $94,646-68.8% | $75,163-60.7% |
| Participation rate | 39.5% | 76.1%-36.6pp | 80.8%-41.4pp | 67.2%-27.7pp |
| Annual return | 18.24% | 616.93%-598.7pp | 156.71%-138.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $966 | $2,701-64.3% | $3,672-73.7% | $2,670-63.8% |
| Participant deferral / active EE | $1,857 | $6,537-71.6% | $7,418-75.0% | $4,125-55.0% |
| Admin fee / account holder | $1,213 | $5,326-77.2% | $7,231-83.2% | $5,651-78.5% |