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 | $70,590 | $159,934-55.9% | $147,005-52.0% | $145,959-51.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.24% | 98.24%-88.0pp | 418.76%-408.5pp | 561.95%-551.7pp |
| Employer contribution / active EE | $1,366 | $5,287-74.2% | $4,934-72.3% | $4,661-70.7% |
| Participant deferral / active EE | $2,357 | $8,427-72.0% | $8,070-70.8% | $6,689-64.8% |
| Admin fee / account holder | $33,502 | $15,053+122.6% | $13,006+157.6% | $13,398+150.1% |