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 | $83,055 | $167,484-50.4% | $151,611-45.2% | $134,475-38.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | 0.12% | 7.80%-7.7pp | 3.33%-3.2pp | 417.96%-417.8pp |
| Employer contribution / active EE | $1,561 | $6,829-77.1% | $6,166-74.7% | $4,740-67.1% |
| Participant deferral / active EE | $3,121 | $8,986-65.3% | $8,363-62.7% | $6,400-51.2% |
| Admin fee / account holder | $1,941 | $13,783-85.9% | $11,616-83.3% | $11,426-83.0% |