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 | $210,843 | $93,571+125.3% | $135,903+55.1% | $75,163+180.5% |
| Participation rate | 26.1% | 75.2%-49.1pp | 81.9%-55.8pp | 67.2%-41.1pp |
| Annual return | 21.49% | 30.90%-9.4pp | 68.23%-46.7pp | 160.62%-139.1pp |
| Employer contribution / active EE | $794 | $3,537-77.5% | $4,856-83.6% | $2,670-70.2% |
| Participant deferral / active EE | $2,040 | $6,404-68.1% | $7,758-73.7% | $4,125-50.5% |
| Admin fee / account holder | $7,086 | $6,975+1.6% | $10,762-34.2% | $5,651+25.4% |