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 | $119,737 | $105,931+13.0% | $81,930+46.1% | $158,922-24.7% |
| Participation rate | 30.8% | 75.6%-44.8pp | 72.0%-41.2pp | 82.0%-51.2pp |
| Annual return | 18.09% | 38.17%-20.1pp | 29.49%-11.4pp | 302.83%-284.7pp |
| Employer contribution / active EE | $291 | $7,800-96.3% | $4,310-93.2% | $4,761-93.9% |
| Participant deferral / active EE | $340 | $13,003-97.4% | $7,107-95.2% | $5,982-94.3% |
| Admin fee / account holder | $24,686 | $8,489+190.8% | $5,158+378.6% | $11,246+119.5% |