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 | $35,744 | $112,096-68.1% | $95,952-62.7% | $158,922-77.5% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 6.34% | 171.09%-164.8pp | 91.61%-85.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,059 | $3,198-66.9% | $2,541-58.3% | $4,761-77.8% |
| Participant deferral / active EE | $1,236 | $4,784-74.2% | $4,167-70.3% | $5,982-79.3% |
| Admin fee / account holder | $3,200 | $10,130-68.4% | $6,795-52.9% | $11,246-71.5% |