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 | $54,226 | $197,591-72.6% | $177,821-69.5% | $158,922-65.9% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.7%-37.7pp | 82.0%-32.0pp |
| Annual return | 31.05% | 58.76%-27.7pp | 48.32%-17.3pp | 302.83%-271.8pp |
| Employer contribution / active EE | $1,875 | $6,697-72.0% | $5,918-68.3% | $4,761-60.6% |
| Participant deferral / active EE | $1,875 | $8,405-77.7% | $7,714-75.7% | $5,982-68.7% |
| Admin fee / account holder | $12,750 | $15,399-17.2% | $12,427+2.6% | $11,246+13.4% |