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 | $138,738 | $77,634+78.7% | $156,549-11.4% | $62,891+120.6% |
| Participation rate | 22.2% | 71.2%-49.0pp | 84.0%-61.8pp | 69.3%-47.1pp |
| Annual return | 109.82% | 50.32%+59.5pp | 32.23%+77.6pp | 20.14%+89.7pp |
| Employer contribution / active EE | $583 | $3,444-83.1% | $5,501-89.4% | $2,281-74.4% |
| Participant deferral / active EE | $710 | $3,045-76.7% | $4,871-85.4% | $3,203-77.8% |
| Admin fee / account holder | $1,430 | $5,561-74.3% | $13,027-89.0% | $4,296-66.7% |