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 | $16,616 | $58,927-71.8% | $76,817-78.4% | $72,985-77.2% |
| Participation rate | 53.7% | 67.3%-13.7pp | 72.1%-18.4pp | 69.5%-15.8pp |
| Annual return | 21.92% | 2305.64%-2283.7pp | 1166.11%-1144.2pp | 81.00%-59.1pp |
| Employer contribution / active EE | $503 | $1,787-71.8% | $2,302-78.1% | $2,440-79.4% |
| Participant deferral / active EE | $839 | $2,690-68.8% | $3,336-74.8% | $3,607-76.7% |
| Admin fee / account holder | $1,182 | $4,013-70.6% | $6,420-81.6% | $5,124-76.9% |