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 | $106,580 | $78,422+35.9% | $95,952+11.1% | $79,858+33.5% |
| Participation rate | 29.6% | 73.5%-43.9pp | 77.1%-47.4pp | 69.6%-40.0pp |
| Annual return | 15.70% | 19.37%-3.7pp | 91.61%-75.9pp | 31.71%-16.0pp |
| Employer contribution / active EE | $611 | $1,945-68.6% | $2,541-76.0% | $2,471-75.3% |
| Participant deferral / active EE | $1,265 | $3,440-63.2% | $4,167-69.6% | $3,740-66.2% |
| Admin fee / account holder | $11,273 | $5,622+100.5% | $6,795+65.9% | $5,306+112.4% |