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 | $81,160 | $232,540-65.1% | $185,117-56.2% | $147,584-45.0% |
| Participation rate | 41.7% | 82.4%-40.7pp | 77.3%-35.6pp | 82.8%-41.2pp |
| Annual return | 16.15% | 43.03%-26.9pp | 40.50%-24.3pp | 578.55%-562.4pp |
| Employer contribution / active EE | $631 | $5,195-87.8% | $4,182-84.9% | $4,876-87.1% |
| Participant deferral / active EE | $716 | $5,834-87.7% | $5,045-85.8% | $5,439-86.8% |
| Admin fee / account holder | $3,843 | $10,275-62.6% | $8,159-52.9% | $10,885-64.7% |