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 | $67,072 | $197,591-66.1% | $177,821-62.3% | $158,922-57.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 32.68% | 58.76%-26.1pp | 48.32%-15.6pp | 302.83%-270.1pp |
| Employer contribution / active EE | $1,836 | $6,697-72.6% | $5,918-69.0% | $4,761-61.4% |
| Participant deferral / active EE | $2,133 | $8,405-74.6% | $7,714-72.3% | $5,982-64.3% |
| Admin fee / account holder | $3,811 | $15,399-75.3% | $12,427-69.3% | $11,246-66.1% |