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 | $28,093 | $148,534-81.1% | $135,903-79.3% | $139,434-79.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 12.35% | 79.19%-66.8pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,170 | $5,243-77.7% | $4,856-75.9% | $4,751-75.4% |
| Participant deferral / active EE | $1,952 | $8,100-75.9% | $7,758-74.8% | $6,710-70.9% |
| Admin fee / account holder | $4,822 | $12,400-61.1% | $10,762-55.2% | $11,403-57.7% |