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 | $109,390 | $89,355+22.4% | $141,162-22.5% | $72,985+49.9% |
| Participation rate | 20.0% | 75.1%-55.1pp | 82.5%-62.5pp | 69.5%-49.5pp |
| Annual return | 26.15% | 111.85%-85.7pp | 71.39%-45.2pp | 81.00%-54.9pp |
| Employer contribution / active EE | $746 | $3,114-76.0% | $4,735-84.2% | $2,440-69.4% |
| Participant deferral / active EE | $1,426 | $5,418-73.7% | $6,709-78.8% | $3,607-60.5% |
| Admin fee / account holder | $427 | $5,958-92.8% | $10,261-95.8% | $5,124-91.7% |