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 | $64,513 | $109,982-41.3% | $97,226-33.6% | $145,922-55.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 72.7%-10.2pp | 80.3%-17.8pp |
| Annual return | 8.90% | 242.90%-234.0pp | 75.13%-66.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $372 | $3,084-88.0% | $2,729-86.4% | $4,660-92.0% |
| Participant deferral / active EE | $68 | $4,676-98.5% | $4,264-98.4% | $6,688-99.0% |
| Admin fee / account holder | $645 | $6,221-89.6% | $5,654-88.6% | $13,397-95.2% |