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 | $30,003 | $176,056-83.0% | $159,436-81.2% | $167,490-82.1% |
| Participation rate | 54.5% | 84.9%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 11.41% | 331.75%-320.3pp | 263.57%-252.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,481 | $5,297-72.0% | $4,829-69.3% | $4,837-69.4% |
| Participant deferral / active EE | $2,114 | $7,750-72.7% | $7,352-71.3% | $6,341-66.7% |
| Admin fee / account holder | $4,380 | $12,554-65.1% | $10,799-59.4% | $12,309-64.4% |