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 | $88,117 | $112,729-21.8% | $98,716-10.7% | $137,256-35.8% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 10.84% | 38.48%-27.6pp | 31.81%-21.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $795 | $2,725-70.8% | $2,279-65.1% | $4,156-80.9% |
| Participant deferral / active EE | $984 | $4,640-78.8% | $4,048-75.7% | $6,407-84.6% |
| Admin fee / account holder | $2,248 | $10,129-77.8% | $8,703-74.2% | $12,270-81.7% |