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 | $228,115 | $159,602+42.9% | $150,045+52.0% | $142,382+60.2% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.3%-37.3pp | 80.1%-35.1pp |
| Annual return | 21.59% | 70.24%-48.6pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,747 | $8,310-79.0% | $7,997-78.2% | $6,507-73.1% |
| Admin fee / account holder | $2,437 | $14,846-83.6% | $13,435-81.9% | $12,624-80.7% |