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 | $46,794 | $100,852-53.6% | $90,404-48.2% | $158,922-70.6% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 8.22% | 1724.20%-1716.0pp | 1293.02%-1284.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $2,658 | $3,689-27.9% | $3,262-18.5% | $4,761-44.2% |
| Participant deferral / active EE | $560 | $4,348-87.1% | $3,963-85.9% | $5,982-90.6% |
| Admin fee / account holder | $3,272 | $6,501-49.7% | $5,611-41.7% | $11,246-70.9% |