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 | $64,370 | $132,634-51.5% | $115,768-44.4% | $137,256-53.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.4%-28.9pp | 80.0%-34.5pp |
| Annual return | 13.79% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $939 | $3,360-72.1% | $2,940-68.1% | $4,156-77.4% |
| Participant deferral / active EE | $1,474 | $5,619-73.8% | $4,917-70.0% | $6,407-77.0% |
| Admin fee / account holder | $7,690 | $15,028-48.8% | $12,439-38.2% | $12,270-37.3% |