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 | $50,572 | $175,202-71.1% | $149,673-66.2% | $139,434-63.7% |
| Participation rate | 63.6% | 83.4%-19.7pp | 78.8%-15.1pp | 80.3%-16.7pp |
| Annual return | 22.27% | 166.71%-144.4pp | 134.42%-112.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,164 | $5,474-60.5% | $4,818-55.1% | $4,751-54.4% |
| Participant deferral / active EE | $1,378 | $6,519-78.9% | $5,680-75.7% | $6,710-79.5% |
| Admin fee / account holder | $7,513 | $16,150-53.5% | $13,210-43.1% | $11,403-34.1% |