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 | $102,858 | $102,616+0.2% | $81,983+25.5% | $158,922-35.3% |
| Participation rate | 40.0% | 75.5%-35.5pp | 69.2%-29.2pp | 82.0%-42.0pp |
| Annual return | 10.01% | 61.04%-51.0pp | 41.31%-31.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $517 | $3,240-84.0% | $2,498-79.3% | $4,761-89.1% |
| Participant deferral / active EE | $759 | $4,648-83.7% | $3,722-79.6% | $5,982-87.3% |
| Admin fee / account holder | $14,962 | $8,235+81.7% | $5,664+164.2% | $11,246+33.0% |