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 9-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 | $84,271 | $135,952-38.0% | $123,892-32.0% | $273,961-69.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 12.36% | 56.63%-44.3pp | 47.52%-35.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $1,000 | $5,170-80.7% | $4,617-78.3% | $4,869-79.5% |
| Participant deferral / active EE | $1,100 | $6,343-82.7% | $5,984-81.6% | $5,287-79.2% |
| Admin fee / account holder | $690 | $9,817-93.0% | $8,357-91.7% | $10,132-93.2% |