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 | $124,356 | $87,870+41.5% | $113,168+9.9% | $74,304+67.4% |
| Participation rate | 37.6% | 70.7%-33.2pp | 76.6%-39.0pp | 60.3%-22.8pp |
| Annual return | 15.28% | 26.44%-11.2pp | 24.27%-9.0pp | 29.43%-14.2pp |
| Employer contribution / active EE | $0 | $2,277-100.0% | $2,975-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,357 | $4,241-68.0% | $5,107-73.4% | $3,767-64.0% |
| Admin fee / account holder | $2,050 | $3,368-39.1% | $12,068-83.0% | $2,969-30.9% |