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 | $92,482 | $49,227+87.9% | $70,449+31.3% | $79,858+15.8% |
| Participation rate | 14.3% | 69.2%-54.9pp | 75.1%-60.8pp | 69.6%-55.3pp |
| Annual return | 9.53% | 30.06%-20.5pp | 109.03%-99.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $665 | $2,768-76.0% | $3,709-82.1% | $3,740-82.2% |
| Admin fee / account holder | $428 | $2,878-85.1% | $3,845-88.9% | $5,306-91.9% |