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 | $106,355 | $159,602-33.4% | $150,045-29.1% | $142,382-25.3% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.3%-52.3pp | 80.1%-50.1pp |
| Annual return | 20.35% | 70.24%-49.9pp | 62.55%-42.2pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,025 | $4,961-79.3% | $4,693-78.2% | $4,299-76.2% |
| Participant deferral / active EE | $1,509 | $8,310-81.8% | $7,997-81.1% | $6,507-76.8% |
| Admin fee / account holder | $1,310 | $14,846-91.2% | $13,435-90.2% | $12,624-89.6% |