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 | $28,915 | $104,251-72.3% | $91,001-68.2% | $147,584-80.4% |
| Participation rate | 57.1% | 78.2%-21.1pp | 75.6%-18.5pp | 82.8%-25.7pp |
| Annual return | 18.94% | 27.06%-8.1pp | 4.60%+14.3pp | 578.55%-559.6pp |
| Employer contribution / active EE | $496 | $3,116-84.1% | $2,456-79.8% | $4,876-89.8% |
| Participant deferral / active EE | $1,091 | $4,195-74.0% | $3,547-69.3% | $5,439-79.9% |
| Admin fee / account holder | $3,969 | $8,948-55.6% | $5,417-26.7% | $10,885-63.5% |