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 | $56,983 | $80,968-29.6% | $96,544-41.0% | $75,163-24.2% |
| Participation rate | 36.0% | 71.8%-35.8pp | 76.0%-40.0pp | 67.2%-31.2pp |
| Annual return | 18.84% | 27.06%-8.2pp | 25.84%-7.0pp | 160.62%-141.8pp |
| Employer contribution / active EE | $872 | $2,282-61.8% | $2,965-70.6% | $2,670-67.3% |
| Participant deferral / active EE | $1,248 | $3,928-68.2% | $4,851-74.3% | $4,125-69.7% |
| Admin fee / account holder | $2,563 | $6,724-61.9% | $8,252-68.9% | $5,651-54.6% |