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 | $82,200 | $159,602-48.5% | $150,045-45.2% | $142,382-42.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 15.29% | 70.24%-54.9pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,246 | $4,961-74.9% | $4,693-73.5% | $4,299-71.0% |
| Participant deferral / active EE | $1,261 | $8,310-84.8% | $7,997-84.2% | $6,507-80.6% |
| Admin fee / account holder | $8,292 | $14,846-44.1% | $13,435-38.3% | $12,624-34.3% |