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 | $101,458 | $83,477+21.5% | $125,175-18.9% | $72,985+39.0% |
| Participation rate | 38.6% | 73.3%-34.7pp | 79.8%-41.1pp | 69.5%-30.8pp |
| Annual return | 21.67% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $865 | $2,345-63.1% | $3,865-77.6% | $2,440-64.6% |
| Participant deferral / active EE | $1,489 | $3,585-58.5% | $4,937-69.8% | $3,607-58.7% |
| Admin fee / account holder | $1,639 | $5,517-70.3% | $9,702-83.1% | $5,124-68.0% |