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 | $78,896 | $185,822-57.5% | $169,993-53.6% | $139,434-43.4% |
| Participation rate | 68.4% | 87.8%-19.3pp | 87.0%-18.6pp | 80.3%-11.9pp |
| Annual return | 21.66% | 60.50%-38.8pp | 53.37%-31.7pp | 372.94%-351.3pp |
| Employer contribution / active EE | $1,556 | $7,590-79.5% | $6,785-77.1% | $4,751-67.2% |
| Participant deferral / active EE | $2,598 | $11,622-77.6% | $10,408-75.0% | $6,710-61.3% |
| Admin fee / account holder | $4,350 | $15,381-71.7% | $12,815-66.1% | $11,403-61.8% |