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 | $32,791 | $81,208-59.6% | $98,907-66.8% | $79,858-58.9% |
| Participation rate | 37.5% | 72.5%-35.0pp | 76.0%-38.5pp | 69.6%-32.1pp |
| Annual return | 13.53% | 60.99%-47.5pp | 196.43%-182.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $796 | $1,960-59.4% | $2,689-70.4% | $2,471-67.8% |
| Participant deferral / active EE | $1,115 | $3,265-65.9% | $4,244-73.7% | $3,740-70.2% |
| Admin fee / account holder | $6,126 | $6,013+1.9% | $6,642-7.8% | $5,306+15.4% |