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 | $32,281 | $114,381-71.8% | $107,525-70.0% | $142,382-77.3% |
| Participation rate | 47.6% | 78.1%-30.5pp | 75.1%-27.5pp | 80.1%-32.5pp |
| Annual return | 14.08% | 242.71%-228.6pp | 181.32%-167.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $974 | $4,015-75.7% | $3,754-74.0% | $4,299-77.3% |
| Participant deferral / active EE | $1,285 | $5,564-76.9% | $5,116-74.9% | $6,507-80.3% |
| Admin fee / account holder | $8,241 | $9,860-16.4% | $8,919-7.6% | $12,624-34.7% |