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 | $195,987 | $109,413+79.1% | $156,263+25.4% | $84,808+131.1% |
| Participation rate | 37.8% | 72.7%-34.9pp | 78.9%-41.1pp | 68.3%-30.5pp |
| Annual return | 25.88% | 20.18%+5.7pp | 59.47%-33.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $1,038 | $2,907-64.3% | $4,333-76.0% | $2,631-60.5% |
| Participant deferral / active EE | $1,868 | $4,590-59.3% | $6,158-69.7% | $4,212-55.6% |
| Admin fee / account holder | $4,615 | $9,357-50.7% | $14,255-67.6% | $7,344-37.2% |