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 | $113,020 | $157,256-28.1% | $141,162-19.9% | $152,861-26.1% |
| Participation rate | 38.5% | 84.8%-46.4pp | 82.5%-44.0pp | 82.4%-44.0pp |
| Annual return | 23.03% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,815 | $5,261-65.5% | $4,735-61.7% | $4,762-61.9% |
| Participant deferral / active EE | $2,187 | $7,109-69.2% | $6,709-67.4% | $5,850-62.6% |
| Admin fee / account holder | $4,205 | $12,120-65.3% | $10,261-59.0% | $11,596-63.7% |