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 | $65,125 | $185,822-65.0% | $169,993-61.7% | $139,434-53.3% |
| Participation rate | 69.2% | 87.8%-18.5pp | 87.0%-17.8pp | 80.3%-11.1pp |
| Annual return | 12.20% | 60.50%-48.3pp | 53.37%-41.2pp | 372.94%-360.7pp |
| Employer contribution / active EE | $6,145 | $7,590-19.0% | $6,785-9.4% | $4,751+29.3% |
| Participant deferral / active EE | $2,282 | $11,622-80.4% | $10,408-78.1% | $6,710-66.0% |
| Admin fee / account holder | $5,113 | $15,381-66.8% | $12,815-60.1% | $11,403-55.2% |