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 | $117,172 | $115,882+1.1% | $100,516+16.6% | $158,922-26.3% |
| Participation rate | 0.0% | 81.6%-81.6pp | 79.4%-79.4pp | 82.0%-82.0pp |
| Annual return | 15.26% | 34.79%-19.5pp | 30.89%-15.6pp | 302.83%-287.6pp |
| Employer contribution / active EE | $704 | $4,103-82.9% | $3,418-79.4% | $4,761-85.2% |
| Participant deferral / active EE | $839 | $6,674-87.4% | $6,270-86.6% | $5,982-86.0% |
| Admin fee / account holder | $2,197 | $10,995-80.0% | $8,081-72.8% | $11,246-80.5% |