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 | $96,234 | $108,919-11.6% | $100,391-4.1% | $145,922-34.1% |
| Participation rate | 23.1% | 82.9%-59.9pp | 81.5%-58.4pp | 80.3%-57.2pp |
| Annual return | 10.15% | 57.88%-47.7pp | 49.20%-39.1pp | 561.29%-551.1pp |
| Employer contribution / active EE | $574 | $4,419-87.0% | $3,942-85.4% | $4,660-87.7% |
| Participant deferral / active EE | $806 | $8,445-90.5% | $8,082-90.0% | $6,688-88.0% |
| Admin fee / account holder | $1,180 | $9,689-87.8% | $7,899-85.1% | $13,397-91.2% |