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 | $48,063 | $209,411-77.0% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 57.9% | 86.3%-28.5pp | 81.9%-24.0pp | 82.0%-24.1pp |
| Annual return | 10.39% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.4pp |
| Employer contribution / active EE | $1,416 | $5,706-75.2% | $5,011-71.7% | $4,761-70.3% |
| Participant deferral / active EE | $1,831 | $5,954-69.3% | $5,202-64.8% | $5,982-69.4% |
| Admin fee / account holder | $6,071 | $17,074-64.4% | $13,984-56.6% | $11,246-46.0% |