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 | $84,753 | $94,625-10.4% | $116,228-27.1% | $84,808-0.1% |
| Participation rate | 34.5% | 70.4%-36.0pp | 74.6%-40.1pp | 68.3%-33.8pp |
| Annual return | 12.99% | 20.40%-7.4pp | 90.06%-77.1pp | 40.90%-27.9pp |
| Employer contribution / active EE | $890 | $2,347-62.1% | $2,994-70.3% | $2,631-66.2% |
| Participant deferral / active EE | $1,561 | $3,972-60.7% | $4,953-68.5% | $4,212-62.9% |
| Admin fee / account holder | $7,335 | $10,091-27.3% | $11,989-38.8% | $7,344-0.1% |