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 | $84,613 | $210,408-59.8% | $153,485-44.9% | $145,922-42.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.34% | 13.37%0pp | 15.65%-2.3pp | 561.29%-547.9pp |
| Employer contribution / active EE | $1,454 | $6,048-76.0% | $5,039-71.2% | $4,660-68.8% |
| Participant deferral / active EE | $1,648 | $7,975-79.3% | $6,757-75.6% | $6,688-75.4% |
| Admin fee / account holder | $1,651 | $19,419-91.5% | $12,724-87.0% | $13,397-87.7% |