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 | $158,706 | $101,724+56.0% | $164,813-3.7% | $80,856+96.3% |
| Participation rate | 41.5% | 71.8%-30.4pp | 78.6%-37.1pp | 67.6%-26.2pp |
| Annual return | 13.89% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $917 | $2,953-69.0% | $4,341-78.9% | $2,755-66.7% |
| Participant deferral / active EE | $1,746 | $4,477-61.0% | $6,031-71.1% | $4,296-59.4% |
| Admin fee / account holder | $24,901 | $8,227+202.7% | $12,690+96.2% | $6,918+259.9% |