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 | $214,544 | $101,763+110.8% | $164,866+30.1% | $80,874+165.3% |
| Participation rate | 41.7% | 71.8%-30.2pp | 78.6%-36.9pp | 67.6%-26.0pp |
| Annual return | 14.02% | 16.73%-2.7pp | 69.97%-55.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $966 | $2,954-67.3% | $4,343-77.8% | $2,756-65.0% |
| Participant deferral / active EE | $1,039 | $4,477-76.8% | $6,033-82.8% | $4,297-75.8% |
| Admin fee / account holder | $651 | $8,228-92.1% | $12,689-94.9% | $6,935-90.6% |