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 | $72,410 | $198,466-63.5% | $170,442-57.5% | $147,584-50.9% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 18.35% | 257.29%-238.9pp | 205.93%-187.6pp | 578.55%-560.2pp |
| Employer contribution / active EE | $1,339 | $6,184-78.3% | $5,433-75.4% | $4,876-72.5% |
| Participant deferral / active EE | $1,798 | $5,629-68.1% | $4,939-63.6% | $5,439-66.9% |
| Admin fee / account holder | $996 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |