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 | $35,944 | $103,376-65.2% | $87,100-58.7% | $152,861-76.5% |
| Participation rate | 27.3% | 79.3%-52.1pp | 76.9%-49.6pp | 82.4%-55.2pp |
| Annual return | 18.42% | 28.10%-9.7pp | 28.19%-9.8pp | 345.32%-326.9pp |
| Employer contribution / active EE | $695 | $3,220-78.4% | $2,521-72.4% | $4,762-85.4% |
| Participant deferral / active EE | $739 | $4,778-84.5% | $4,049-81.7% | $5,850-87.4% |
| Admin fee / account holder | $444 | $12,205-96.4% | $7,497-94.1% | $11,596-96.2% |