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 | $120,175 | $83,477+44.0% | $125,175-4.0% | $72,985+64.7% |
| Participation rate | 39.4% | 73.3%-33.9pp | 79.8%-40.4pp | 69.5%-30.1pp |
| Annual return | 20.71% | 25.78%-5.1pp | 43.79%-23.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $636 | $2,345-72.9% | $3,865-83.6% | $2,440-73.9% |
| Participant deferral / active EE | $1,035 | $3,585-71.1% | $4,937-79.0% | $3,607-71.3% |
| Admin fee / account holder | $2,494 | $5,517-54.8% | $9,702-74.3% | $5,124-51.3% |