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 | $56,304 | $133,922-58.0% | $116,228-51.6% | $142,382-60.5% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 16.24% | 147.76%-131.5pp | 90.06%-73.8pp | 217.08%-200.8pp |
| Employer contribution / active EE | $692 | $3,446-79.9% | $2,994-76.9% | $4,299-83.9% |
| Participant deferral / active EE | $1,431 | $5,672-74.8% | $4,953-71.1% | $6,507-78.0% |
| Admin fee / account holder | $6,513 | $14,945-56.4% | $11,989-45.7% | $12,624-48.4% |