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 | $155,439 | $77,523+100.5% | $100,383+54.8% | $80,874+92.2% |
| Participation rate | 37.5% | 77.0%-39.5pp | 81.5%-44.0pp | 67.6%-30.1pp |
| Annual return | 18.62% | 37.21%-18.6pp | 49.26%-30.6pp | 35.62%-17.0pp |
| Employer contribution / active EE | $1,098 | $2,801-60.8% | $3,944-72.2% | $2,756-60.2% |
| Participant deferral / active EE | $2,293 | $6,822-66.4% | $8,086-71.6% | $4,297-46.6% |
| Admin fee / account holder | $15,629 | $5,899+165.0% | $7,900+97.8% | $6,935+125.4% |