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 | $108,639 | $81,446+33.4% | $103,374+5.1% | $80,874+34.3% |
| Participation rate | 18.9% | 66.9%-48.0pp | 74.5%-55.6pp | 67.6%-48.8pp |
| Annual return | 13.61% | 25.57%-12.0pp | 24.89%-11.3pp | 35.62%-22.0pp |
| Employer contribution / active EE | $894 | $3,107-71.2% | $3,869-76.9% | $2,756-67.6% |
| Participant deferral / active EE | $1,263 | $3,870-67.4% | $5,058-75.0% | $4,297-70.6% |
| Admin fee / account holder | $1,500 | $6,715-77.7% | $8,394-82.1% | $6,935-78.4% |