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 | $85,156 | $105,126-19.0% | $94,646-10.0% | $139,434-38.9% |
| Participation rate | 30.0% | 82.4%-52.4pp | 80.8%-50.8pp | 80.3%-50.3pp |
| Annual return | 16.10% | 38.03%-21.9pp | 156.71%-140.6pp | 372.94%-356.8pp |
| Employer contribution / active EE | $718 | $4,106-82.5% | $3,672-80.5% | $4,751-84.9% |
| Participant deferral / active EE | $1,001 | $7,599-86.8% | $7,418-86.5% | $6,710-85.1% |
| Admin fee / account holder | $3,715 | $8,984-58.6% | $7,231-48.6% | $11,403-67.4% |