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 5-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 | $32,456 | $132,634-75.5% | $115,768-72.0% | $137,256-76.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.4%-34.4pp | 80.0%-40.0pp |
| Annual return | 22.48% | 160.70%-138.2pp | 100.46%-78.0pp | 220.34%-197.9pp |
| Employer contribution / active EE | $764 | $3,360-77.3% | $2,940-74.0% | $4,156-81.6% |
| Participant deferral / active EE | $1,084 | $5,619-80.7% | $4,917-78.0% | $6,407-83.1% |
| Admin fee / account holder | $21,205 | $15,028+41.1% | $12,439+70.5% | $12,270+72.8% |