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 | $108,462 | $109,881-1.3% | $150,045-27.7% | $84,808+27.9% |
| Participation rate | 20.9% | 76.1%-55.2pp | 82.3%-61.4pp | 68.3%-47.4pp |
| Annual return | 17.94% | 28.25%-10.3pp | 62.55%-44.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $950 | $3,561-73.3% | $4,693-79.8% | $2,631-63.9% |
| Participant deferral / active EE | $1,883 | $6,636-71.6% | $7,997-76.5% | $4,212-55.3% |
| Admin fee / account holder | $413 | $8,568-95.2% | $13,435-96.9% | $7,344-94.4% |