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 | $121,545 | $76,367+59.2% | $93,606+29.8% | $72,985+66.5% |
| Participation rate | 40.0% | 71.7%-31.7pp | 75.8%-35.8pp | 69.5%-29.5pp |
| Annual return | 20.11% | 25.82%-5.7pp | 32.76%-12.7pp | 81.00%-60.9pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $533 | $3,538-84.9% | $4,069-86.9% | $3,607-85.2% |
| Admin fee / account holder | $4,186 | $6,838-38.8% | $7,888-46.9% | $5,124-18.3% |