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 | $80,338 | $111,814-28.2% | $93,654-14.2% | $145,959-45.0% |
| Participation rate | 39.1% | 74.2%-35.1pp | 68.7%-29.6pp | 80.3%-41.2pp |
| Annual return | 13.30% | 203.30%-190.0pp | 133.34%-120.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $593 | $3,092-80.8% | $2,421-75.5% | $4,661-87.3% |
| Participant deferral / active EE | $885 | $4,914-82.0% | $4,413-79.9% | $6,689-86.8% |
| Admin fee / account holder | $10,854 | $10,246+5.9% | $8,282+31.1% | $13,398-19.0% |