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 | $116,208 | $101,724+14.2% | $164,813-29.5% | $80,856+43.7% |
| Participation rate | 56.8% | 71.8%-15.1pp | 78.6%-21.8pp | 67.6%-10.9pp |
| Annual return | 20.06% | 16.72%+3.3pp | 69.93%-49.9pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,186 | $2,953-59.8% | $4,341-72.7% | $2,755-56.9% |
| Participant deferral / active EE | $1,963 | $4,477-56.2% | $6,031-67.5% | $4,296-54.3% |
| Admin fee / account holder | $5,333 | $8,227-35.2% | $12,690-58.0% | $6,918-22.9% |