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 | $74,715 | $148,534-49.7% | $135,903-45.0% | $139,434-46.4% |
| Participation rate | 53.3% | 83.9%-30.5pp | 81.9%-28.6pp | 80.3%-27.0pp |
| Annual return | 20.33% | 79.19%-58.9pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,686 | $5,243-67.8% | $4,856-65.3% | $4,751-64.5% |
| Participant deferral / active EE | $993 | $8,100-87.7% | $7,758-87.2% | $6,710-85.2% |
| Admin fee / account holder | $1,387 | $12,400-88.8% | $10,762-87.1% | $11,403-87.8% |