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 | $90,603 | $67,606+34.0% | $82,313+10.1% | $70,131+29.2% |
| Participation rate | 40.9% | 72.8%-31.9pp | 76.9%-36.0pp | 69.5%-28.6pp |
| Annual return | 19.88% | 21.57%-1.7pp | 25.88%-6.0pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,086 | $2,987-63.7% | $3,706-70.7% | $3,332-67.4% |
| Admin fee / account holder | $6,712 | $4,512+48.8% | $5,608+19.7% | $4,645+44.5% |