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 | $44,018 | $109,881-59.9% | $150,045-70.7% | $84,808-48.1% |
| Participation rate | 50.8% | 76.1%-25.3pp | 82.3%-31.5pp | 68.3%-17.5pp |
| Annual return | 16.77% | 28.25%-11.5pp | 62.55%-45.8pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,334 | $3,561-62.5% | $4,693-71.6% | $2,631-49.3% |
| Participant deferral / active EE | $2,184 | $6,636-67.1% | $7,997-72.7% | $4,212-48.1% |
| Admin fee / account holder | $2,523 | $8,568-70.6% | $13,435-81.2% | $7,344-65.7% |