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 | $150,360 | $101,724+47.8% | $164,813-8.8% | $80,856+86.0% |
| Participation rate | 51.6% | 71.8%-20.2pp | 78.6%-27.0pp | 67.6%-16.0pp |
| Annual return | 12.66% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,184 | $2,953-59.9% | $4,341-72.7% | $2,755-57.0% |
| Participant deferral / active EE | $1,621 | $4,477-63.8% | $6,031-73.1% | $4,296-62.3% |
| Admin fee / account holder | $6,415 | $8,227-22.0% | $12,690-49.5% | $6,918-7.3% |