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 | $81,632 | $202,432-59.7% | $169,368-51.8% | $139,434-41.5% |
| Participation rate | 14.3% | 81.1%-66.8pp | 77.1%-62.9pp | 80.3%-66.0pp |
| Annual return | 10.50% | 531.74%-521.2pp | 405.60%-395.1pp | 372.94%-362.4pp |
| Employer contribution / active EE | $605 | $4,692-87.1% | $4,013-84.9% | $4,751-87.3% |
| Participant deferral / active EE | $605 | $6,938-91.3% | $6,221-90.3% | $6,710-91.0% |
| Admin fee / account holder | $1,714 | $10,708-84.0% | $9,003-81.0% | $11,403-85.0% |