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 | $68,185 | $95,803-28.8% | $113,168-39.7% | $84,808-19.6% |
| Participation rate | 60.5% | 72.9%-12.4pp | 76.6%-16.1pp | 68.3%-7.8pp |
| Annual return | 50.46% | 25.00%+25.5pp | 24.27%+26.2pp | 40.90%+9.6pp |
| Employer contribution / active EE | $794 | $2,360-66.4% | $2,975-73.3% | $2,631-69.8% |
| Participant deferral / active EE | $1,032 | $4,242-75.7% | $5,107-79.8% | $4,212-75.5% |
| Admin fee / account holder | $25,655 | $8,989+185.4% | $12,068+112.6% | $7,344+249.3% |