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 | $27,681 | $102,604-73.0% | $86,188-67.9% | $139,434-80.1% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 12.16% | 1922.51%-1910.3pp | 1168.45%-1156.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $973 | $3,032-67.9% | $2,380-59.1% | $4,751-79.5% |
| Participant deferral / active EE | $1,093 | $4,676-76.6% | $3,985-72.6% | $6,710-83.7% |
| Admin fee / account holder | $1,984 | $8,657-77.1% | $6,852-71.0% | $11,403-82.6% |