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 | $95,464 | $181,894-47.5% | $156,549-39.0% | $273,961-65.2% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,408 | $6,248-77.5% | $5,501-74.4% | $4,869-71.1% |
| Participant deferral / active EE | $1,503 | $5,550-72.9% | $4,871-69.2% | $5,287-71.6% |
| Admin fee / account holder | $19,510 | $15,559+25.4% | $13,027+49.8% | $10,132+92.6% |