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 | $62,987 | $159,934-60.6% | $147,005-57.2% | $145,959-56.8% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 18.89% | 98.24%-79.3pp | 418.76%-399.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $1,517 | $5,287-71.3% | $4,934-69.3% | $4,661-67.5% |
| Participant deferral / active EE | $1,792 | $8,427-78.7% | $8,070-77.8% | $6,689-73.2% |
| Admin fee / account holder | $13,684 | $15,053-9.1% | $13,006+5.2% | $13,398+2.1% |