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 | $78,485 | $66,098+18.7% | $101,794-22.9% | $74,304+5.6% |
| Participation rate | 28.5% | 53.8%-25.3pp | 69.2%-40.7pp | 60.3%-31.9pp |
| Annual return | 13.03% | 19.59%-6.6pp | 30.53%-17.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $231 | $1,082-78.6% | $2,289-89.9% | $2,241-89.7% |
| Participant deferral / active EE | $964 | $2,781-65.3% | $4,084-76.4% | $3,767-74.4% |
| Admin fee / account holder | $4,288 | $4,146+3.4% | $8,777-51.1% | $2,969+44.4% |