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 | $131,885 | $165,335-20.2% | $149,696-11.9% | $158,922-17.0% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.2pp | 82.0%-12.7pp |
| Annual return | 12.77% | 348.15%-335.4pp | 276.60%-263.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,387 | $5,103-72.8% | $4,644-70.1% | $4,761-70.9% |
| Participant deferral / active EE | $2,230 | $7,181-68.9% | $6,842-67.4% | $5,982-62.7% |
| Admin fee / account holder | $16,280 | $10,807+50.6% | $9,309+74.9% | $11,246+44.8% |