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 | $207,809 | $153,772+35.1% | $133,980+55.1% | $273,961-24.1% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 3.92% | 36.51%-32.6pp | 29.30%-25.4pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,671 | $6,029-72.3% | $5,211-67.9% | $4,869-65.7% |
| Participant deferral / active EE | $1,448 | $6,958-79.2% | $6,282-76.9% | $5,287-72.6% |
| Admin fee / account holder | $6,682 | $11,765-43.2% | $9,324-28.3% | $10,132-34.1% |