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 | $165,407 | $51,576+220.7% | $129,207+28.0% | $80,856+104.6% |
| Participation rate | 52.6% | 57.0%-4.3pp | 69.6%-17.0pp | 67.6%-15.0pp |
| Annual return | 14.88% | 20.81%-5.9pp | 9417.33%-9402.4pp | 35.59%-20.7pp |
| Employer contribution / active EE | $940 | $1,584-40.6% | $4,153-77.4% | $2,755-65.9% |
| Participant deferral / active EE | $359 | $2,669-86.5% | $4,168-91.4% | $4,296-91.6% |
| Admin fee / account holder | $2,273 | $4,305-47.2% | $7,715-70.5% | $6,918-67.1% |