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 | $160,542 | $86,929+84.7% | $102,423+56.7% | $80,856+98.6% |
| Participation rate | 44.2% | 72.4%-28.2pp | 76.5%-32.3pp | 67.6%-23.5pp |
| Annual return | 12.86% | 18.88%-6.0pp | 29.32%-16.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,752 | $4,118-57.5% | $5,053-65.3% | $4,296-59.2% |
| Admin fee / account holder | $10,340 | $8,049+28.5% | $9,451+9.4% | $6,918+49.5% |