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 | $42,985 | $85,766-49.9% | $136,294-68.5% | $70,131-38.7% |
| Participation rate | 52.1% | 74.2%-22.1pp | 81.9%-29.9pp | 69.5%-17.5pp |
| Annual return | 14.82% | 31.45%-16.6pp | 5155.94%-5141.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $819 | $2,966-72.4% | $4,695-82.6% | $2,342-65.1% |
| Participant deferral / active EE | $1,583 | $5,051-68.7% | $6,247-74.7% | $3,332-52.5% |
| Admin fee / account holder | $598 | $5,420-89.0% | $9,243-93.5% | $4,645-87.1% |