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 | $84,441 | $133,922-36.9% | $116,228-27.3% | $142,382-40.7% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.6%-13.4pp | 80.1%-19.0pp |
| Annual return | 10.00% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.1pp |
| Employer contribution / active EE | $832 | $3,446-75.9% | $2,994-72.2% | $4,299-80.6% |
| Participant deferral / active EE | $1,435 | $5,672-74.7% | $4,953-71.0% | $6,507-77.9% |
| Admin fee / account holder | $11,380 | $14,945-23.9% | $11,989-5.1% | $12,624-9.8% |