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 | $104,764 | $65,041+61.1% | $90,951+15.2% | $79,858+31.2% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 18.78% | 30.45%-11.7pp | 134.60%-115.8pp | 31.71%-12.9pp |
| Employer contribution / active EE | $485 | $1,247-61.1% | $2,122-77.2% | $2,471-80.4% |
| Participant deferral / active EE | $1,114 | $2,512-55.7% | $3,373-67.0% | $3,740-70.2% |
| Admin fee / account holder | $553 | $4,536-87.8% | $5,959-90.7% | $5,306-89.6% |