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 | $47,847 | $175,202-72.7% | $149,673-68.0% | $139,434-65.7% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 16.46% | 166.71%-150.2pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $3,127 | $5,474-42.9% | $4,818-35.1% | $4,751-34.2% |
| Participant deferral / active EE | $1,749 | $6,519-73.2% | $5,680-69.2% | $6,710-73.9% |
| Admin fee / account holder | $4,971 | $16,150-69.2% | $13,210-62.4% | $11,403-56.4% |