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 | $70,395 | $140,588-49.9% | $123,104-42.8% | $125,391-43.9% |
| Participation rate | 58.3% | 88.2%-29.9pp | 86.8%-28.4pp | 83.2%-24.9pp |
| Annual return | 14.46% | 16.80%-2.3pp | 13.22%+1.2pp | 282.22%-267.8pp |
| Employer contribution / active EE | $1,362 | $6,041-77.5% | $5,151-73.6% | $4,866-72.0% |
| Participant deferral / active EE | $1,444 | $6,980-79.3% | $6,230-76.8% | $5,352-73.0% |
| Admin fee / account holder | $1,006 | $11,198-91.0% | $9,015-88.8% | $9,540-89.5% |