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 | $43,431 | $86,286-49.7% | $111,297-61.0% | $85,850-49.4% |
| Participation rate | 60.6% | 73.3%-12.7pp | 77.3%-16.7pp | 69.3%-8.7pp |
| Annual return | 20.15% | 19.99%+0.2pp | 54.65%-34.5pp | 318.53%-298.4pp |
| Employer contribution / active EE | $632 | $2,043-69.1% | $2,731-76.9% | $2,565-75.4% |
| Participant deferral / active EE | $1,405 | $3,641-61.4% | $4,487-68.7% | $3,952-64.5% |
| Admin fee / account holder | $3,976 | $8,188-51.4% | $7,964-50.1% | $6,260-36.5% |