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 | $131,565 | $176,812-25.6% | $146,665-10.3% | $167,490-21.4% |
| Participation rate | 47.4% | 83.6%-36.2pp | 80.1%-32.7pp | 82.1%-34.7pp |
| Annual return | 16.55% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $1,376 | $5,160-73.3% | $4,136-66.7% | $4,837-71.6% |
| Participant deferral / active EE | $181 | $6,440-97.2% | $5,506-96.7% | $6,341-97.1% |
| Admin fee / account holder | $2,445 | $13,259-81.6% | $10,280-76.2% | $12,309-80.1% |