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 | $52,777 | $112,881-53.2% | $90,951-42.0% | $158,922-66.8% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 10.50% | 215.79%-205.3pp | 134.60%-124.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $409 | $2,893-85.9% | $2,122-80.7% | $4,761-91.4% |
| Participant deferral / active EE | $904 | $4,128-78.1% | $3,373-73.2% | $5,982-84.9% |
| Admin fee / account holder | $7,448 | $8,041-7.4% | $5,959+25.0% | $11,246-33.8% |