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 | $88,121 | $57,541+53.1% | $95,745-8.0% | $75,163+17.2% |
| Participation rate | 27.4% | 62.5%-35.1pp | 72.3%-44.9pp | 67.2%-39.8pp |
| Annual return | 16.36% | 34.93%-18.6pp | 28.35%-12.0pp | 160.62%-144.3pp |
| Employer contribution / active EE | $597 | $1,808-67.0% | $2,835-78.9% | $2,670-77.6% |
| Participant deferral / active EE | $1,012 | $3,074-67.1% | $4,245-76.2% | $4,125-75.5% |
| Admin fee / account holder | $2,744 | $4,099-33.1% | $5,678-51.7% | $5,651-51.4% |