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 | $123,964 | $118,680+4.5% | $98,907+25.3% | $158,922-22.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 76.0%-33.2pp | 82.0%-39.1pp |
| Annual return | 6.90% | 372.35%-365.5pp | 196.43%-189.5pp | 302.83%-295.9pp |
| Employer contribution / active EE | $821 | $3,333-75.4% | $2,689-69.5% | $4,761-82.8% |
| Participant deferral / active EE | $1,056 | $5,088-79.3% | $4,244-75.1% | $5,982-82.4% |
| Admin fee / account holder | $1,213 | $10,131-88.0% | $6,642-81.7% | $11,246-89.2% |