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 | $97,449 | $81,208+20.0% | $98,907-1.5% | $79,858+22.0% |
| Participation rate | 51.9% | 72.5%-20.7pp | 76.0%-24.2pp | 69.6%-17.8pp |
| Annual return | 11.60% | 60.99%-49.4pp | 196.43%-184.8pp | 31.71%-20.1pp |
| Employer contribution / active EE | $742 | $1,960-62.1% | $2,689-72.4% | $2,471-70.0% |
| Participant deferral / active EE | $1,009 | $3,265-69.1% | $4,244-76.2% | $3,740-73.0% |
| Admin fee / account holder | $8,209 | $6,013+36.5% | $6,642+23.6% | $5,306+54.7% |