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 | $102,754 | $76,367+34.6% | $93,606+9.8% | $72,985+40.8% |
| Participation rate | 60.5% | 71.7%-11.2pp | 75.8%-15.3pp | 69.5%-9.0pp |
| Annual return | 20.78% | 25.82%-5.0pp | 32.76%-12.0pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,243 | $3,538-64.9% | $4,069-69.5% | $3,607-65.6% |
| Admin fee / account holder | $1,478 | $6,838-78.4% | $7,888-81.3% | $5,124-71.2% |