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 | $161,367 | $83,477+93.3% | $125,175+28.9% | $72,985+121.1% |
| Participation rate | 25.6% | 73.3%-47.7pp | 79.8%-54.2pp | 69.5%-43.9pp |
| Annual return | 26.57% | 25.78%+0.8pp | 43.79%-17.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $729 | $2,345-68.9% | $3,865-81.1% | $2,440-70.1% |
| Participant deferral / active EE | $1,369 | $3,585-61.8% | $4,937-72.3% | $3,607-62.1% |
| Admin fee / account holder | $2,629 | $5,517-52.3% | $9,702-72.9% | $5,124-48.7% |