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 | $93,058 | $87,733+6.1% | $106,548-12.7% | $85,850+8.4% |
| Participation rate | 19.0% | 71.9%-52.9pp | 76.1%-57.1pp | 69.3%-50.3pp |
| Annual return | 13.24% | 21.86%-8.6pp | 26.80%-13.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $536 | $2,073-74.1% | $2,819-81.0% | $2,565-79.1% |
| Participant deferral / active EE | $1,532 | $3,469-55.8% | $4,398-65.2% | $3,952-61.2% |
| Admin fee / account holder | $696 | $6,767-89.7% | $7,407-90.6% | $6,260-88.9% |