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 | $60,546 | $135,952-55.5% | $123,892-51.1% | $273,961-77.9% |
| Participation rate | 47.4% | 84.1%-36.7pp | 81.4%-34.0pp | 83.0%-35.6pp |
| Annual return | 40.10% | 56.63%-16.5pp | 47.52%-7.4pp | 41.45%-1.4pp |
| Employer contribution / active EE | $854 | $5,170-83.5% | $4,617-81.5% | $4,869-82.5% |
| Participant deferral / active EE | $1,669 | $6,343-73.7% | $5,984-72.1% | $5,287-68.4% |
| Admin fee / account holder | $1,119 | $9,817-88.6% | $8,357-86.6% | $10,132-89.0% |