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 | $121,652 | $185,822-34.5% | $169,993-28.4% | $139,434-12.8% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 32.36% | 60.50%-28.1pp | 53.37%-21.0pp | 372.94%-340.6pp |
| Employer contribution / active EE | $1,851 | $7,590-75.6% | $6,785-72.7% | $4,751-61.0% |
| Participant deferral / active EE | $2,037 | $11,622-82.5% | $10,408-80.4% | $6,710-69.6% |
| Admin fee / account holder | $9,879 | $15,381-35.8% | $12,815-22.9% | $11,403-13.4% |