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 | $45,506 | $153,772-70.4% | $133,980-66.0% | $273,961-83.4% |
| Participation rate | 60.0% | 88.4%-28.4pp | 87.1%-27.1pp | 83.0%-23.0pp |
| Annual return | 7.45% | 36.51%-29.1pp | 29.30%-21.8pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,483 | $6,029-75.4% | $5,211-71.6% | $4,869-69.6% |
| Participant deferral / active EE | $1,930 | $6,958-72.3% | $6,282-69.3% | $5,287-63.5% |
| Admin fee / account holder | $1,185 | $11,765-89.9% | $9,324-87.3% | $10,132-88.3% |