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 | $124,061 | $116,175+6.8% | $93,606+32.5% | $152,861-18.8% |
| Participation rate | 41.2% | 78.0%-36.9pp | 75.8%-34.7pp | 82.4%-41.3pp |
| Annual return | 20.44% | 35.96%-15.5pp | 32.76%-12.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $563 | $3,218-82.5% | $2,718-79.3% | $4,762-88.2% |
| Participant deferral / active EE | $1,172 | $4,603-74.5% | $4,069-71.2% | $5,850-80.0% |
| Admin fee / account holder | $866 | $10,748-91.9% | $7,888-89.0% | $11,596-92.5% |