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 | $91,894 | $181,894-49.5% | $156,549-41.3% | $273,961-66.5% |
| Participation rate | 55.6% | 88.4%-32.8pp | 84.0%-28.5pp | 83.0%-27.5pp |
| Annual return | 11.72% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,366 | $6,248-78.1% | $5,501-75.2% | $4,869-71.9% |
| Participant deferral / active EE | $1,779 | $5,550-67.9% | $4,871-63.5% | $5,287-66.3% |
| Admin fee / account holder | $408 | $15,559-97.4% | $13,027-96.9% | $10,132-96.0% |