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 | $109,328 | $74,927+45.9% | $101,794+7.4% | $84,808+28.9% |
| Participation rate | 31.1% | 61.4%-30.3pp | 69.2%-38.1pp | 68.3%-37.2pp |
| Annual return | 16.00% | 18.70%-2.7pp | 30.53%-14.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $440 | $1,522-71.1% | $2,289-80.8% | $2,631-83.3% |
| Participant deferral / active EE | $1,045 | $3,099-66.3% | $4,084-74.4% | $4,212-75.2% |
| Admin fee / account holder | $3,297 | $6,514-49.4% | $8,777-62.4% | $7,344-55.1% |