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 | $80,353 | $106,584-24.6% | $101,326-20.7% | $142,382-43.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 15.18% | 36.93%-21.7pp | 36.82%-21.6pp | 217.08%-201.9pp |
| Employer contribution / active EE | $345 | $3,956-91.3% | $3,665-90.6% | $4,299-92.0% |
| Participant deferral / active EE | $960 | $8,297-88.4% | $7,994-88.0% | $6,507-85.2% |
| Admin fee / account holder | $1,107 | $11,446-90.3% | $11,185-90.1% | $12,624-91.2% |