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 | $139,376 | $58,512+138.2% | $84,015+65.9% | $72,985+91.0% |
| Participation rate | 18.4% | 61.2%-42.9pp | 69.0%-50.6pp | 69.5%-51.1pp |
| Annual return | 20.08% | 28.93%-8.8pp | 71.31%-51.2pp | 81.00%-60.9pp |
| Employer contribution / active EE | $517 | $1,163-55.5% | $1,983-73.9% | $2,440-78.8% |
| Participant deferral / active EE | $918 | $2,394-61.6% | $3,239-71.7% | $3,607-74.6% |
| Admin fee / account holder | $1,002 | $4,569-78.1% | $6,101-83.6% | $5,124-80.5% |