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 | $134,555 | $114,381+17.6% | $107,525+25.1% | $142,382-5.5% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.1%-40.1pp | 80.1%-45.1pp |
| Annual return | 20.44% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $972 | $4,015-75.8% | $3,754-74.1% | $4,299-77.4% |
| Participant deferral / active EE | $1,377 | $5,564-75.2% | $5,116-73.1% | $6,507-78.8% |
| Admin fee / account holder | $1,046 | $9,860-89.4% | $8,919-88.3% | $12,624-91.7% |