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 | $33,088 | $110,257-70.0% | $96,544-65.7% | $139,434-76.3% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 18.12% | 26.32%-8.2pp | 25.84%-7.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $889 | $3,620-75.4% | $2,965-70.0% | $4,751-81.3% |
| Participant deferral / active EE | $1,029 | $5,548-81.5% | $4,851-78.8% | $6,710-84.7% |
| Admin fee / account holder | $3,553 | $11,591-69.4% | $8,252-57.0% | $11,403-68.8% |