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 | $22,374 | $133,922-83.3% | $116,228-80.7% | $142,382-84.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.6%-24.6pp | 80.1%-30.1pp |
| Annual return | 15.28% | 147.76%-132.5pp | 90.06%-74.8pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,129 | $3,446-67.2% | $2,994-62.3% | $4,299-73.7% |
| Participant deferral / active EE | $1,539 | $5,672-72.9% | $4,953-68.9% | $6,507-76.4% |
| Admin fee / account holder | $1,631 | $14,945-89.1% | $11,989-86.4% | $12,624-87.1% |