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 | $114,184 | $94,625+20.7% | $116,228-1.8% | $84,808+34.6% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 12.21% | 20.40%-8.2pp | 90.06%-77.8pp | 40.90%-28.7pp |
| Employer contribution / active EE | $725 | $2,347-69.1% | $2,994-75.8% | $2,631-72.4% |
| Participant deferral / active EE | $1,539 | $3,972-61.3% | $4,953-68.9% | $4,212-63.5% |
| Admin fee / account holder | $11,857 | $10,091+17.5% | $11,989-1.1% | $7,344+61.5% |