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 | $119,181 | $109,327+9.0% | $89,391+33.3% | $158,922-25.0% |
| Participation rate | 42.1% | 74.3%-32.2pp | 68.0%-25.9pp | 82.0%-39.9pp |
| Annual return | 12.55% | 345.68%-333.1pp | 245.62%-233.1pp | 302.83%-290.3pp |
| Employer contribution / active EE | $340 | $3,170-89.3% | $2,586-86.8% | $4,761-92.9% |
| Participant deferral / active EE | $340 | $4,598-92.6% | $3,890-91.2% | $5,982-94.3% |
| Admin fee / account holder | $2,814 | $6,153-54.3% | $4,881-42.3% | $11,246-75.0% |