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 | $31,176 | $179,726-82.7% | $156,263-80.0% | $142,382-78.1% |
| Participation rate | 52.2% | 82.1%-29.9pp | 78.9%-26.7pp | 80.1%-27.9pp |
| Annual return | 18.27% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,319 | $5,069-74.0% | $4,333-69.6% | $4,299-69.3% |
| Participant deferral / active EE | $1,834 | $6,956-73.6% | $6,158-70.2% | $6,507-71.8% |
| Admin fee / account holder | $568 | $17,272-96.7% | $14,255-96.0% | $12,624-95.5% |