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 | $73,944 | $124,425-40.6% | $112,040-34.0% | $137,256-46.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 23.82% | 24.72%-0.9pp | 24.52%-0.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $1,180 | $3,411-65.4% | $2,954-60.1% | $4,156-71.6% |
| Participant deferral / active EE | $1,180 | $5,718-79.4% | $5,098-76.9% | $6,407-81.6% |
| Admin fee / account holder | $33,625 | $15,207+121.1% | $12,098+177.9% | $12,270+174.0% |