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 | $205,508 | $183,519+12.0% | $155,509+32.2% | $145,922+40.8% |
| Participation rate | 61.5% | 82.7%-21.1pp | 78.2%-16.6pp | 80.3%-18.7pp |
| Annual return | 17.72% | 61.17%-43.4pp | 64.67%-46.9pp | 561.29%-543.6pp |
| Employer contribution / active EE | $3,072 | $5,313-42.2% | $4,672-34.3% | $4,660-34.1% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,084 | $19,313-89.2% | $15,912-86.9% | $13,397-84.4% |