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 | $123,091 | $80,968+52.0% | $96,544+27.5% | $75,163+63.8% |
| Participation rate | 26.5% | 71.8%-45.2pp | 76.0%-49.4pp | 67.2%-40.7pp |
| Annual return | 12.81% | 27.06%-14.3pp | 25.84%-13.0pp | 160.62%-147.8pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $879 | $3,928-77.6% | $4,851-81.9% | $4,125-78.7% |
| Admin fee / account holder | $459 | $6,724-93.2% | $8,252-94.4% | $5,651-91.9% |