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 | $33,703 | $179,726-81.2% | $156,263-78.4% | $142,382-76.3% |
| Participation rate | 68.8% | 82.1%-13.3pp | 78.9%-10.2pp | 80.1%-11.4pp |
| Annual return | 11.13% | 77.86%-66.7pp | 59.47%-48.3pp | 217.08%-205.9pp |
| Employer contribution / active EE | $1,448 | $5,069-71.4% | $4,333-66.6% | $4,299-66.3% |
| Participant deferral / active EE | $1,955 | $6,956-71.9% | $6,158-68.2% | $6,507-70.0% |
| Admin fee / account holder | $6,983 | $17,272-59.6% | $14,255-51.0% | $12,624-44.7% |