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 | $120,766 | $96,128+25.6% | $136,007-11.2% | $80,856+49.4% |
| Participation rate | 31.3% | 71.2%-40.0pp | 76.5%-45.2pp | 67.6%-36.4pp |
| Annual return | 11.63% | 28.71%-17.1pp | 579.32%-567.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,777 | $3,351-17.1% | $4,217-34.1% | $2,755+0.8% |
| Participant deferral / active EE | $1,285 | $5,709-77.5% | $7,025-81.7% | $4,296-70.1% |
| Admin fee / account holder | $7,935 | $8,236-3.7% | $6,858+15.7% | $6,918+14.7% |