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 | $56,130 | $159,602-64.8% | $150,045-62.6% | $142,382-60.6% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.3%-23.2pp | 80.1%-21.0pp |
| Annual return | 16.69% | 70.24%-53.5pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,422 | $4,961-71.3% | $4,693-69.7% | $4,299-66.9% |
| Participant deferral / active EE | $2,040 | $8,310-75.5% | $7,997-74.5% | $6,507-68.7% |
| Admin fee / account holder | $6,092 | $14,846-59.0% | $13,435-54.7% | $12,624-51.7% |