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 | $43,454 | $53,053-18.1% | $126,539-65.7% | $74,304-41.5% |
| Participation rate | 22.9% | 48.0%-25.2pp | 69.8%-47.0pp | 60.3%-37.5pp |
| Annual return | 15.52% | 29.46%-13.9pp | 425.95%-410.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $632 | $1,168-45.8% | $3,674-82.8% | $2,241-71.8% |
| Participant deferral / active EE | $644 | $2,303-72.0% | $4,083-84.2% | $3,767-82.9% |
| Admin fee / account holder | $1,339 | $3,698-63.8% | $6,065-77.9% | $2,969-54.9% |