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 | $78,302 | $124,881-37.3% | $209,409-62.6% | $116,875-33.0% |
| Participation rate | 65.4% | 75.8%-10.4pp | 80.4%-15.0pp | 74.5%-9.1pp |
| Annual return | 21.52% | 14.56%+7.0pp | 159.49%-138.0pp | 16.29%+5.2pp |
| Employer contribution / active EE | $974 | $2,588-62.3% | $5,035-80.6% | $3,288-70.4% |
| Participant deferral / active EE | $1,002 | $3,793-73.6% | $4,230-76.3% | $3,885-74.2% |
| Admin fee / account holder | $21,138 | $12,933+63.4% | $16,474+28.3% | $12,263+72.4% |