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 | $164,434 | $154,228+6.6% | $145,433+13.1% | $137,256+19.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.89% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,665 | $4,804-65.3% | $4,554-63.4% | $4,156-59.9% |
| Participant deferral / active EE | $2,123 | $8,216-74.2% | $7,897-73.1% | $6,407-66.9% |
| Admin fee / account holder | $544 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |