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 | $86,707 | $57,016+52.1% | $84,966+2.0% | $80,856+7.2% |
| Participation rate | 25.9% | 56.3%-30.4pp | 67.5%-41.6pp | 67.6%-41.7pp |
| Annual return | 14.49% | 21.66%-7.2pp | 66.38%-51.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $589 | $1,798-67.2% | $2,727-78.4% | $2,755-78.6% |
| Participant deferral / active EE | $599 | $3,110-80.7% | $4,519-86.7% | $4,296-86.1% |
| Admin fee / account holder | $311 | $4,980-93.7% | $6,149-94.9% | $6,918-95.5% |