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 | $116,491 | $138,347-15.8% | $184,203-36.8% | $80,856+44.1% |
| Participation rate | 69.0% | 83.9%-14.9pp | 86.8%-17.9pp | 67.6%+1.3pp |
| Annual return | 21.92% | 20.02%+1.9pp | 28.81%-6.9pp | 35.59%-13.7pp |
| Employer contribution / active EE | $3,124 | $4,850-35.6% | $6,427-51.4% | $2,755+13.4% |
| Participant deferral / active EE | $2,797 | $7,071-60.4% | $9,131-69.4% | $4,296-34.9% |
| Admin fee / account holder | $6,768 | $10,483-35.4% | $13,901-51.3% | $6,918-2.2% |