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 | $110,052 | $124,319-11.5% | $111,297-1.1% | $167,490-34.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 10.48% | 37.44%-27.0pp | 54.65%-44.2pp | 478.56%-468.1pp |
| Employer contribution / active EE | $979 | $3,435-71.5% | $2,731-64.2% | $4,837-79.8% |
| Participant deferral / active EE | $797 | $5,180-84.6% | $4,487-82.2% | $6,341-87.4% |
| Admin fee / account holder | $2,296 | $10,618-78.4% | $7,964-71.2% | $12,309-81.4% |