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 | $127,582 | $209,411-39.1% | $178,490-28.5% | $158,922-19.7% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 11.44% | 188.75%-177.3pp | 151.07%-139.6pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,449 | $5,706-74.6% | $5,011-71.1% | $4,761-69.6% |
| Participant deferral / active EE | $1,534 | $5,954-74.2% | $5,202-70.5% | $5,982-74.4% |
| Admin fee / account holder | $54,818 | $17,074+221.1% | $13,984+292.0% | $11,246+387.5% |