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 | $42,594 | $209,411-79.7% | $178,490-76.1% | $158,922-73.2% |
| Participation rate | 38.5% | 86.3%-47.9pp | 81.9%-43.5pp | 82.0%-43.5pp |
| Annual return | 13.30% | 188.75%-175.5pp | 151.07%-137.8pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,523 | $5,706-73.3% | $5,011-69.6% | $4,761-68.0% |
| Participant deferral / active EE | $1,779 | $5,954-70.1% | $5,202-65.8% | $5,982-70.3% |
| Admin fee / account holder | $8,191 | $17,074-52.0% | $13,984-41.4% | $11,246-27.2% |