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 | $70,377 | $153,772-54.2% | $133,980-47.5% | $273,961-74.3% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.1%-22.1pp | 83.0%-18.0pp |
| Annual return | 4.06% | 36.51%-32.4pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,796 | $6,958-74.2% | $6,282-71.4% | $5,287-66.0% |
| Admin fee / account holder | $499 | $11,765-95.8% | $9,324-94.7% | $10,132-95.1% |