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 | $87,691 | $53,127+65.1% | $86,590+1.3% | $70,131+25.0% |
| Participation rate | 27.5% | 65.3%-37.9pp | 73.5%-46.1pp | 69.5%-42.1pp |
| Annual return | 16.70% | 27.66%-11.0pp | 964.84%-948.1pp | 73.14%-56.4pp |
| Employer contribution / active EE | $749 | $2,068-63.8% | $2,839-73.6% | $2,342-68.0% |
| Participant deferral / active EE | $749 | $2,696-72.2% | $3,609-79.3% | $3,332-77.5% |
| Admin fee / account holder | $705 | $3,585-80.3% | $4,906-85.6% | $4,645-84.8% |