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 | $43,118 | $112,096-61.5% | $95,952-55.1% | $158,922-72.9% |
| Participation rate | 68.8% | 79.0%-10.2pp | 77.1%-8.3pp | 82.0%-13.2pp |
| Annual return | 18.98% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $977 | $3,198-69.5% | $2,541-61.6% | $4,761-79.5% |
| Participant deferral / active EE | $1,076 | $4,784-77.5% | $4,167-74.2% | $5,982-82.0% |
| Admin fee / account holder | $2,664 | $10,130-73.7% | $6,795-60.8% | $11,246-76.3% |