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 | $53,682 | $99,341-46.0% | $84,750-36.7% | $273,961-80.4% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 8.71% | 22.93%-14.2pp | 22.78%-14.1pp | 41.45%-32.7pp |
| Employer contribution / active EE | $910 | $4,214-78.4% | $3,574-74.5% | $4,869-81.3% |
| Participant deferral / active EE | $973 | $4,269-77.2% | $3,712-73.8% | $5,287-81.6% |
| Admin fee / account holder | $483 | $6,644-92.7% | $5,332-90.9% | $10,132-95.2% |