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 | $137,135 | $89,753+52.8% | $107,525+27.5% | $84,808+61.7% |
| Participation rate | 43.3% | 68.1%-24.7pp | 75.1%-31.7pp | 68.3%-25.0pp |
| Annual return | 14.22% | 29.48%-15.3pp | 181.32%-167.1pp | 40.90%-26.7pp |
| Employer contribution / active EE | $833 | $3,113-73.2% | $3,754-77.8% | $2,631-68.3% |
| Participant deferral / active EE | $192 | $4,056-95.3% | $5,116-96.2% | $4,212-95.4% |
| Admin fee / account holder | $7,014 | $7,222-2.9% | $8,919-21.4% | $7,344-4.5% |