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 | $120,689 | $70,669+70.8% | $169,368-28.7% | $75,163+60.6% |
| Participation rate | 64.5% | 64.8%-0.3pp | 77.1%-12.6pp | 67.2%-2.7pp |
| Annual return | 17.88% | 36.36%-18.5pp | 405.60%-387.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $667 | $2,211-69.8% | $4,013-83.4% | $2,670-75.0% |
| Participant deferral / active EE | $1,261 | $4,311-70.7% | $6,221-79.7% | $4,125-69.4% |
| Admin fee / account holder | $4,850 | $5,402-10.2% | $9,003-46.1% | $5,651-14.2% |