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 | $118,143 | $89,753+31.6% | $107,525+9.9% | $84,808+39.3% |
| Participation rate | 45.7% | 68.1%-22.4pp | 75.1%-29.4pp | 68.3%-22.6pp |
| Annual return | 14.13% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $833 | $3,113-73.2% | $3,754-77.8% | $2,631-68.3% |
| Participant deferral / active EE | $1,059 | $4,056-73.9% | $5,116-79.3% | $4,212-74.9% |
| Admin fee / account holder | $4,598 | $7,222-36.3% | $8,919-48.4% | $7,344-37.4% |