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 | $103,185 | $89,355+15.5% | $141,162-26.9% | $72,985+41.4% |
| Participation rate | 54.5% | 75.1%-20.6pp | 82.5%-27.9pp | 69.5%-14.9pp |
| Annual return | 22.74% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,216 | $3,114-61.0% | $4,735-74.3% | $2,440-50.2% |
| Participant deferral / active EE | $2,217 | $5,418-59.1% | $6,709-67.0% | $3,607-38.6% |
| Admin fee / account holder | $1,291 | $5,958-78.3% | $10,261-87.4% | $5,124-74.8% |