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 | $100,250 | $185,822-46.1% | $169,993-41.0% | $139,434-28.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 17.69% | 60.50%-42.8pp | 53.37%-35.7pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,083 | $7,590-72.6% | $6,785-69.3% | $4,751-56.2% |
| Participant deferral / active EE | $2,604 | $11,622-77.6% | $10,408-75.0% | $6,710-61.2% |
| Admin fee / account holder | $7,377 | $15,381-52.0% | $12,815-42.4% | $11,403-35.3% |