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 | $90,639 | $176,056-48.5% | $159,436-43.2% | $167,490-45.9% |
| Participation rate | 45.0% | 84.9%-39.9pp | 82.8%-37.8pp | 82.1%-37.1pp |
| Annual return | 10.50% | 331.75%-321.2pp | 263.57%-253.1pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,705 | $5,297-67.8% | $4,829-64.7% | $4,837-64.8% |
| Participant deferral / active EE | $1,245 | $7,750-83.9% | $7,352-83.1% | $6,341-80.4% |
| Admin fee / account holder | $5,560 | $12,554-55.7% | $10,799-48.5% | $12,309-54.8% |