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 | $74,403 | $115,770-35.7% | $101,248-26.5% | $158,922-53.2% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 7.84% | 56.14%-48.3pp | 46.47%-38.6pp | 302.83%-295.0pp |
| Employer contribution / active EE | $1,060 | $4,175-74.6% | $3,660-71.0% | $4,761-77.7% |
| Participant deferral / active EE | $1,060 | $4,957-78.6% | $4,370-75.8% | $5,982-82.3% |
| Admin fee / account holder | $764 | $7,245-89.5% | $5,945-87.1% | $11,246-93.2% |