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 | $246,171 | $238,490+3.2% | $180,183+36.6% | $142,382+72.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.4%-27.4pp | 80.1%-30.1pp |
| Annual return | 10.95% | 33.56%-22.6pp | 27.86%-16.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $989 | $7,996-87.6% | $6,822-85.5% | $6,507-84.8% |
| Admin fee / account holder | $10,323 | $28,866-64.2% | $19,975-48.3% | $12,624-18.2% |