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 | $47,949 | $135,952-64.7% | $123,892-61.3% | $273,961-82.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 11.36% | 56.63%-45.3pp | 47.52%-36.2pp | 41.45%-30.1pp |
| Employer contribution / active EE | $960 | $5,170-81.4% | $4,617-79.2% | $4,869-80.3% |
| Participant deferral / active EE | $960 | $6,343-84.9% | $5,984-84.0% | $5,287-81.8% |
| Admin fee / account holder | $1,082 | $9,817-89.0% | $8,357-87.1% | $10,132-89.3% |