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 | $74,303 | $118,849-37.5% | $96,562-23.1% | $167,490-55.6% |
| Participation rate | 60.0% | 75.5%-15.5pp | 69.8%-9.8pp | 82.1%-22.1pp |
| Annual return | 15.16% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $831 | $3,120-73.4% | $2,356-64.7% | $4,837-82.8% |
| Participant deferral / active EE | $1,099 | $4,616-76.2% | $3,849-71.4% | $6,341-82.7% |
| Admin fee / account holder | $467 | $8,065-94.2% | $6,181-92.4% | $12,309-96.2% |