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 | $99,632 | $162,781-38.8% | $133,956-25.6% | $158,922-37.3% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 8.90% | 41.94%-33.0pp | 45.09%-36.2pp | 302.83%-293.9pp |
| Employer contribution / active EE | $967 | $4,975-80.6% | $3,919-75.3% | $4,761-79.7% |
| Participant deferral / active EE | $1,274 | $5,911-78.4% | $5,048-74.8% | $5,982-78.7% |
| Admin fee / account holder | $815 | $11,736-93.1% | $8,927-90.9% | $11,246-92.7% |