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 | $101,681 | $126,574-19.7% | $106,213-4.3% | $145,922-30.3% |
| Participation rate | 58.3% | 77.6%-19.3pp | 75.3%-16.9pp | 80.3%-21.9pp |
| Annual return | 13.47% | 224.79%-211.3pp | 116.14%-102.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,059 | $3,730-71.6% | $3,171-66.6% | $4,660-77.3% |
| Participant deferral / active EE | $1,401 | $5,724-75.5% | $5,016-72.1% | $6,688-79.0% |
| Admin fee / account holder | $3,570 | $17,304-79.4% | $11,033-67.6% | $13,397-73.4% |