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 | $97,569 | $167,483-41.7% | $115,752-15.7% | $147,584-33.9% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 82.8%-32.8pp |
| Annual return | 17.81% | 12.11%+5.7pp | 19.41%-1.6pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,015 | $4,960-79.5% | $3,492-70.9% | $4,876-79.2% |
| Participant deferral / active EE | $1,484 | $7,037-78.9% | $5,204-71.5% | $5,439-72.7% |
| Admin fee / account holder | $1,468 | $13,069-88.8% | $6,278-76.6% | $10,885-86.5% |