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 | $102,392 | $87,870+16.5% | $113,168-9.5% | $74,304+37.8% |
| Participation rate | 47.3% | 70.7%-23.5pp | 76.6%-29.3pp | 60.3%-13.1pp |
| Annual return | 17.63% | 26.44%-8.8pp | 24.27%-6.6pp | 29.43%-11.8pp |
| Employer contribution / active EE | $900 | $2,277-60.5% | $2,975-69.8% | $2,241-59.8% |
| Participant deferral / active EE | $1,595 | $4,241-62.4% | $5,107-68.8% | $3,767-57.7% |
| Admin fee / account holder | $13,304 | $3,368+295.0% | $12,068+10.2% | $2,969+348.1% |